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 | $92,290 | $117,623-21.5% | $71,702+28.7% | $134,509-31.4% |
| Participation rate | 62.5% | 68.9%-6.4pp | 62.3%+0.2pp | 81.2%-18.7pp |
| Annual return | -14.65% | 25.44%-40.1pp | 9.14%-23.8pp | 418.13%-432.8pp |
| Employer contribution / active EE | $856 | $2,525-66.1% | $1,704-49.8% | $4,741-82.0% |
| Participant deferral / active EE | $4,115 | $3,759+9.5% | $2,658+54.8% | $6,400-35.7% |
| Admin fee / account holder | $1,229 | $6,379-80.7% | $3,974-69.1% | $11,427-89.2% |