Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $106,055 | $133,998-20.9% | $112,263-5.5% | $134,545-21.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -17.56% | 47.17%-64.7pp | 27.49%-45.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $882 | $4,040-78.2% | $3,636-75.8% | $4,742-81.4% |
| Participant deferral / active EE | $8,176 | $5,292+54.5% | $4,729+72.9% | $6,401+27.7% |
| Admin fee / account holder | $989 | $7,493-86.8% | $6,410-84.6% | $11,431-91.4% |