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 | $167,525 | $95,917+74.7% | $79,583+110.5% | $134,545+24.5% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -16.74% | -2.70%-14.0pp | 0.16%-16.9pp | 418.37%-435.1pp |
| Employer contribution / active EE | $7,272 | $3,129+132.4% | $2,414+201.3% | $4,742+53.4% |
| Participant deferral / active EE | $6,642 | $4,694+41.5% | $3,986+66.6% | $6,401+3.8% |
| Admin fee / account holder | $1,384 | $9,132-84.8% | $6,835-79.8% | $11,431-87.9% |