Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $90,503 | $95,915-5.6% | $79,580+13.7% | $134,532-32.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -18.04% | -2.71%-15.3pp | 0.15%-18.2pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,485 | $3,129-52.5% | $2,413-38.5% | $4,741-68.7% |
| Participant deferral / active EE | $10,574 | $4,693+125.3% | $3,985+165.3% | $6,401+65.2% |
| Admin fee / account holder | $5,527 | $9,132-39.5% | $6,835-19.1% | $11,429-51.6% |