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 | $85,024 | $92,219-7.8% | $76,768+10.8% | $135,379-37.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -7.21% | 5.46%-12.7pp | 2.43%-9.6pp | 519.79%-527.0pp |
| Employer contribution / active EE | $814 | $3,216-74.7% | $2,485-67.2% | $4,779-83.0% |
| Participant deferral / active EE | $3,170 | $4,508-29.7% | $3,852-17.7% | $5,609-43.5% |
| Admin fee / account holder | $495 | $10,749-95.4% | $6,675-92.6% | $10,828-95.4% |