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 | $68,474 | $91,537-25.2% | $130,045-47.3% | $75,173-8.9% |
| Participation rate | 62.1% | 71.5%-9.4pp | 78.5%-16.4pp | 67.2%-5.1pp |
| Annual return | 15.59% | -631.55%+647.1pp | -137.30%+152.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,889 | $2,845-33.6% | $4,321-56.3% | $2,671-29.3% |
| Participant deferral / active EE | $2,971 | $4,343-31.6% | $5,820-48.9% | $4,126-28.0% |
| Admin fee / account holder | $8,153 | $6,780+20.3% | $10,600-23.1% | $5,651+44.3% |