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 | $90,473 | $167,353-45.9% | $143,797-37.1% | $134,545-32.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -16.45% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,939 | $5,620-29.9% | $4,952-20.5% | $4,742-16.9% |
| Participant deferral / active EE | $5,839 | $6,447-9.4% | $5,638+3.6% | $6,401-8.8% |
| Admin fee / account holder | $3,971 | $18,096-78.1% | $14,679-73.0% | $11,431-65.3% |