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 | $116,105 | $167,362-30.6% | $143,799-19.3% | $134,532-13.7% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -15.53% | 0.47%-16.0pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $3,523 | $5,620-37.3% | $4,952-28.9% | $4,741-25.7% |
| Participant deferral / active EE | $7,500 | $6,447+16.3% | $5,638+33.0% | $6,401+17.2% |
| Admin fee / account holder | $6,766 | $18,094-62.6% | $14,677-53.9% | $11,429-40.8% |