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 | $103,017 | $154,209-33.2% | $130,062-20.8% | $139,487-26.1% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 13.81% | 32.52%-18.7pp | -137.37%+151.2pp | 373.84%-360.0pp |
| Employer contribution / active EE | $1,413 | $5,292-73.3% | $4,322-67.3% | $4,755-70.3% |
| Participant deferral / active EE | $5,103 | $6,709-23.9% | $5,821-12.3% | $6,713-24.0% |
| Admin fee / account holder | $1,074 | $13,988-92.3% | $10,601-89.9% | $11,407-90.6% |