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 | $90,421 | $105,867-14.6% | $90,760-0.4% | $134,532-32.8% |
| Participation rate | 63.6% | 78.3%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -17.89% | -10.99%-6.9pp | -12.16%-5.7pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,485 | $3,464-57.1% | $2,922-49.2% | $4,741-68.7% |
| Participant deferral / active EE | $5,941 | $5,217+13.9% | $4,565+30.1% | $6,401-7.2% |
| Admin fee / account holder | $3,765 | $13,936-73.0% | $8,444-55.4% | $11,429-67.1% |