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 | $88,696 | $59,116+50.0% | $86,438+2.6% | $68,486+29.5% |
| Participation rate | 47.2% | 75.2%-28.0pp | 80.3%-33.1pp | 67.9%-20.7pp |
| Annual return | -11.36% | -0.23%-11.1pp | 4397.19%-4408.5pp | -7.85%-3.5pp |
| Employer contribution / active EE | $2,446 | $2,519-2.9% | $3,769-35.1% | $2,597-5.8% |
| Participant deferral / active EE | $3,511 | $5,902-40.5% | $6,952-49.5% | $4,028-12.8% |
| Admin fee / account holder | $11,030 | $5,639+95.6% | $6,733+63.8% | $5,404+104.1% |