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 | $102,960 | $97,729+5.4% | $83,830+22.8% | $135,379-23.9% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -7.41% | 1287.52%-1294.9pp | 850.97%-858.4pp | 519.79%-527.2pp |
| Employer contribution / active EE | $1,203 | $4,222-71.5% | $3,631-66.9% | $4,779-74.8% |
| Participant deferral / active EE | $4,164 | $4,683-11.1% | $4,082+2.0% | $5,609-25.8% |
| Admin fee / account holder | $1,684 | $6,674-74.8% | $5,479-69.3% | $10,828-84.4% |