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 | $102,053 | $95,917+6.4% | $79,583+28.2% | $134,545-24.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -6.14% | -2.70%-3.4pp | 0.16%-6.3pp | 418.37%-424.5pp |
| Employer contribution / active EE | $1,721 | $3,129-45.0% | $2,414-28.7% | $4,742-63.7% |
| Participant deferral / active EE | $3,280 | $4,694-30.1% | $3,986-17.7% | $6,401-48.8% |
| Admin fee / account holder | $103,391 | $9,132+1032.2% | $6,835+1412.6% | $11,431+804.5% |