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 | $87,949 | $190,879-53.9% | $160,009-45.0% | $134,532-34.6% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -15.13% | 552.63%-567.8pp | 408.85%-424.0pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,544 | $4,995-69.1% | $4,225-63.5% | $4,741-67.4% |
| Participant deferral / active EE | $2,256 | $6,924-67.4% | $6,183-63.5% | $6,401-64.8% |
| Admin fee / account holder | $929 | $10,495-91.2% | $8,715-89.3% | $11,429-91.9% |