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 | $99,853 | $167,362-40.3% | $143,799-30.6% | $134,532-25.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.53% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $15,797 | $5,620+181.1% | $4,952+219.0% | $4,741+233.2% |
| Participant deferral / active EE | $4,167 | $6,447-35.4% | $5,638-26.1% | $6,401-34.9% |
| Admin fee / account holder | $401 | $18,094-97.8% | $14,677-97.3% | $11,429-96.5% |