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 | $87,447 | $133,981-34.7% | $112,249-22.1% | $134,532-35.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -15.65% | 47.16%-62.8pp | 27.48%-43.1pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,536 | $4,040-62.0% | $3,636-57.8% | $4,741-67.6% |
| Participant deferral / active EE | $5,750 | $5,292+8.7% | $4,729+21.6% | $6,401-10.2% |
| Admin fee / account holder | $673 | $7,492-91.0% | $6,412-89.5% | $11,429-94.1% |