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 | $86,149 | $168,635-48.9% | $147,617-41.6% | $125,389-31.3% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -2.86% | 77.65%-80.5pp | 61.98%-64.8pp | 282.24%-285.1pp |
| Employer contribution / active EE | $2,704 | $6,252-56.7% | $5,564-51.4% | $4,866-44.4% |
| Participant deferral / active EE | $6,720 | $5,507+22.0% | $4,895+37.3% | $5,352+25.6% |
| Admin fee / account holder | $9,201 | $13,580-32.3% | $11,612-20.8% | $9,541-3.6% |