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 | $105,062 | $95,975+9.5% | $74,552+40.9% | $135,382-22.4% |
| Participation rate | 47.6% | 75.7%-28.0pp | 69.1%-21.5pp | 82.6%-35.0pp |
| Annual return | -8.36% | 56.96%-65.3pp | 32.53%-40.9pp | 519.77%-528.1pp |
| Employer contribution / active EE | $919 | $2,716-66.2% | $1,961-53.1% | $4,779-80.8% |
| Participant deferral / active EE | $1,979 | $3,844-48.5% | $3,108-36.3% | $5,609-64.7% |
| Admin fee / account holder | $1,445 | $6,522-77.8% | $5,060-71.4% | $10,829-86.7% |