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 | $101,338 | $90,606+11.8% | $79,466+27.5% | $135,379-25.1% |
| Participation rate | 52.4% | 76.0%-23.7pp | 73.3%-21.0pp | 82.6%-30.3pp |
| Annual return | -5.99% | 977.69%-983.7pp | 718.28%-724.3pp | 519.79%-525.8pp |
| Employer contribution / active EE | $586 | $3,068-80.9% | $2,800-79.1% | $4,779-87.7% |
| Participant deferral / active EE | $4,409 | $4,050+8.9% | $3,704+19.0% | $5,609-21.4% |
| Admin fee / account holder | $1,669 | $5,895-71.7% | $5,104-67.3% | $10,828-84.6% |