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 | $114,533 | $93,117+23.0% | $77,096+48.6% | $134,532-14.9% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.4pp | 81.2%-25.7pp |
| Annual return | -16.41% | 62.67%-79.1pp | 42.35%-58.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,818 | $3,420-46.9% | $2,814-35.4% | $4,741-61.7% |
| Participant deferral / active EE | $10,015 | $5,241+91.1% | $4,429+126.1% | $6,401+56.5% |
| Admin fee / account holder | $11,031 | $6,948+58.8% | $5,428+103.2% | $11,429-3.5% |