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 | $111,198 | $95,917+15.9% | $79,583+39.7% | $134,545-17.4% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -8.46% | -2.70%-5.8pp | 0.16%-8.6pp | 418.37%-426.8pp |
| Employer contribution / active EE | $774 | $3,129-75.3% | $2,414-67.9% | $4,742-83.7% |
| Participant deferral / active EE | $1,383 | $4,694-70.5% | $3,986-65.3% | $6,401-78.4% |
| Admin fee / account holder | $5,713 | $9,132-37.4% | $6,835-16.4% | $11,431-50.0% |