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 | $110,191 | $93,098+18.4% | $77,081+43.0% | $134,509-18.1% |
| Participation rate | 63.6% | 74.5%-10.9pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -18.04% | 62.63%-80.7pp | 42.33%-60.4pp | 418.13%-436.2pp |
| Employer contribution / active EE | $1,799 | $3,419-47.4% | $2,813-36.0% | $4,741-62.0% |
| Participant deferral / active EE | $4,501 | $5,239-14.1% | $4,428+1.6% | $6,400-29.7% |
| Admin fee / account holder | $849 | $6,945-87.8% | $5,427-84.4% | $11,427-92.6% |