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 | $80,825 | $133,981-39.7% | $112,249-28.0% | $134,532-39.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -19.27% | 47.16%-66.4pp | 27.48%-46.7pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,340 | $4,040-42.1% | $3,636-35.7% | $4,741-50.7% |
| Participant deferral / active EE | $8,220 | $5,292+55.3% | $4,729+73.8% | $6,401+28.4% |
| Admin fee / account holder | $4,565 | $7,492-39.1% | $6,412-28.8% | $11,429-60.1% |