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 | $80,372 | $72,404+11.0% | $110,243-27.1% | $64,173+25.2% |
| Participation rate | 34.6% | 73.3%-38.7pp | 79.8%-45.2pp | 69.6%-35.0pp |
| Annual return | -6.00% | -6.29%+0.3pp | 314.76%-320.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,364 | $2,282+3.6% | $3,827-38.2% | $2,381-0.7% |
| Participant deferral / active EE | $2,588 | $3,469-25.4% | $4,672-44.6% | $3,470-25.4% |
| Admin fee / account holder | $19,751 | $5,664+248.7% | $8,548+131.1% | $4,887+304.1% |