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 | $97,616 | $92,219+5.9% | $76,767+27.2% | $135,380-27.9% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -8.47% | 5.46%-13.9pp | 2.43%-10.9pp | 519.81%-528.3pp |
| Employer contribution / active EE | $6,935 | $3,216+115.6% | $2,485+179.0% | $4,779+45.1% |
| Participant deferral / active EE | $4,902 | $4,508+8.7% | $3,852+27.3% | $5,609-12.6% |
| Admin fee / account holder | $3,814 | $10,749-64.5% | $6,675-42.9% | $10,828-64.8% |