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 | $112,627 | $82,674+36.2% | $125,381-10.2% | $68,486+64.5% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.4%-18.4pp | 67.9%-3.9pp |
| Annual return | -14.76% | -5.97%-8.8pp | 572.31%-587.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,038 | $3,382-69.3% | $4,815-78.4% | $2,597-60.0% |
| Participant deferral / active EE | $2,924 | $6,111-52.2% | $7,448-60.7% | $4,028-27.4% |
| Admin fee / account holder | $1,384 | $6,277-78.0% | $10,007-86.2% | $5,404-74.4% |