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 | $92,706 | $73,848+25.5% | $143,799-35.5% | $68,486+35.4% |
| Participation rate | 29.3% | 66.7%-37.4pp | 80.3%-51.0pp | 67.9%-38.6pp |
| Annual return | -16.93% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $934 | $3,184-70.7% | $4,952-81.1% | $2,597-64.0% |
| Participant deferral / active EE | $3,016 | $3,385-10.9% | $5,638-46.5% | $4,028-25.1% |
| Admin fee / account holder | $1,722 | $5,755-70.1% | $14,677-88.3% | $5,404-68.1% |