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 | $81,764 | $67,352+21.4% | $60,899+34.3% | $134,509-39.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.1%-10.6pp | 81.2%-18.7pp |
| Annual return | -8.18% | 49.99%-58.2pp | 16.92%-25.1pp | 418.13%-426.3pp |
| Employer contribution / active EE | $4,064 | $3,098+31.2% | $2,702+50.4% | $4,741-14.3% |
| Participant deferral / active EE | $3,566 | $4,539-21.4% | $3,817-6.6% | $6,400-44.3% |
| Admin fee / account holder | $6,099 | $4,585+33.0% | $3,225+89.1% | $11,427-46.6% |