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 | $81,317 | $190,879-57.4% | $160,009-49.2% | $134,532-39.6% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -19.74% | 552.63%-572.4pp | 408.85%-428.6pp | 418.27%-438.0pp |
| Employer contribution / active EE | $750 | $4,995-85.0% | $4,225-82.3% | $4,741-84.2% |
| Participant deferral / active EE | $1,983 | $6,924-71.4% | $6,183-67.9% | $6,401-69.0% |
| Admin fee / account holder | $4,039 | $10,495-61.5% | $8,715-53.7% | $11,429-64.7% |