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 | $86,725 | $127,100-31.8% | $105,738-18.0% | $135,382-35.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 76.3%-43.0pp | 82.6%-49.3pp |
| Annual return | -6.84% | 4.49%-11.3pp | 6.27%-13.1pp | 519.77%-526.6pp |
| Employer contribution / active EE | $985 | $4,107-76.0% | $3,268-69.9% | $4,779-79.4% |
| Participant deferral / active EE | $1,650 | $5,064-67.4% | $4,080-59.6% | $5,609-70.6% |
| Admin fee / account holder | $6,080 | $9,087-33.1% | $6,913-12.0% | $10,829-43.9% |