Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $75,475 | $82,678-8.7% | $125,391-39.8% | $68,490+10.2% |
| Participation rate | 52.3% | 75.1%-22.8pp | 82.4%-30.1pp | 67.9%-15.6pp |
| Annual return | -11.66% | -5.97%-5.7pp | 572.41%-584.1pp | -7.85%-3.8pp |
| Employer contribution / active EE | $1,842 | $3,382-45.5% | $4,816-61.7% | $2,597-29.0% |
| Participant deferral / active EE | $5,737 | $6,111-6.1% | $7,448-23.0% | $4,028+42.4% |
| Admin fee / account holder | $7,345 | $6,277+17.0% | $10,009-26.6% | $5,403+35.9% |