Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,869 | $138,075-40.7% | $123,552-33.7% | $135,379-39.5% |
| Participation rate | 52.6% | 84.7%-32.1pp | 82.3%-29.7pp | 82.6%-30.0pp |
| Annual return | -6.10% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $2,974 | $5,152-42.3% | $4,628-35.7% | $4,779-37.8% |
| Participant deferral / active EE | $9,695 | $6,800+42.6% | $6,426+50.9% | $5,609+72.9% |
| Admin fee / account holder | $9,233 | $10,917-15.4% | $9,285-0.6% | $10,828-14.7% |