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 | $104,058 | $56,339+84.7% | $104,299-0.2% | $68,490+51.9% |
| Participation rate | 57.1% | 63.3%-6.1pp | 73.3%-16.1pp | 67.9%-10.8pp |
| Annual return | -11.16% | -9.19%-2.0pp | 24.62%-35.8pp | -7.85%-3.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,643 | $3,077+50.9% | $4,626+0.4% | $4,028+15.3% |
| Admin fee / account holder | $2,743 | $4,902-44.0% | $7,339-62.6% | $5,403-49.2% |