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 | $204,341 | $82,678+147.2% | $125,391+63.0% | $68,490+198.4% |
| Participation rate | 66.2% | 75.1%-8.9pp | 82.4%-16.2pp | 67.9%-1.7pp |
| Annual return | -15.81% | -5.97%-9.8pp | 572.41%-588.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $852 | $3,382-74.8% | $4,816-82.3% | $2,597-67.2% |
| Participant deferral / active EE | $8,038 | $6,111+31.5% | $7,448+7.9% | $4,028+99.6% |
| Admin fee / account holder | $12,120 | $6,277+93.1% | $10,009+21.1% | $5,403+124.3% |