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 | $91,417 | $133,981-31.8% | $112,249-18.6% | $134,532-32.0% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -15.47% | 47.16%-62.6pp | 27.48%-43.0pp | 418.27%-433.7pp |
| Employer contribution / active EE | $1,980 | $4,040-51.0% | $3,636-45.5% | $4,741-58.2% |
| Participant deferral / active EE | $7,941 | $5,292+50.1% | $4,729+67.9% | $6,401+24.1% |
| Admin fee / account holder | $37,221 | $7,492+396.8% | $6,412+480.5% | $11,429+225.7% |