Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,844 | $27,632+297.5% | $61,452+78.7% | $68,486+60.4% |
| Participation rate | 40.5% | 39.5%+1.0pp | 52.6%-12.1pp | 67.9%-27.4pp |
| Annual return | -16.67% | -13.24%-3.4pp | 338.96%-355.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,211 | $696+74.0% | $1,160+4.4% | $2,597-53.4% |
| Participant deferral / active EE | $3,660 | $1,264+189.6% | $2,125+72.2% | $4,028-9.1% |
| Admin fee / account holder | $745 | $2,010-62.9% | $2,131-65.0% | $5,404-86.2% |