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 | $109,032 | $93,098+17.1% | $77,081+41.5% | $134,509-18.9% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -21.26% | 62.63%-83.9pp | 42.33%-63.6pp | 418.13%-439.4pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,006 | $5,239-80.8% | $4,428-77.3% | $6,400-84.3% |
| Admin fee / account holder | $1,098 | $6,945-84.2% | $5,427-79.8% | $11,427-90.4% |