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 | $85,978 | $84,684+1.5% | $73,835+16.4% | $125,388-31.4% |
| Participation rate | 58.3% | 76.8%-18.4pp | 73.4%-15.1pp | 83.2%-24.9pp |
| Annual return | -2.18% | 3123.93%-3126.1pp | 2268.13%-2270.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,058 | $3,123-66.1% | $2,788-62.1% | $4,866-78.3% |
| Participant deferral / active EE | $3,857 | $3,993-3.4% | $3,583+7.6% | $5,352-27.9% |
| Admin fee / account holder | $2,311 | $5,691-59.4% | $4,880-52.6% | $9,541-75.8% |