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 | $170,675 | $95,917+77.9% | $79,583+114.5% | $134,545+26.9% |
| Participation rate | 20.0% | 75.0%-55.0pp | 69.5%-49.5pp | 81.2%-61.2pp |
| Annual return | -19.88% | -2.70%-17.2pp | 0.16%-20.0pp | 418.37%-438.3pp |
| Employer contribution / active EE | $883 | $3,129-71.8% | $2,414-63.4% | $4,742-81.4% |
| Participant deferral / active EE | $2,163 | $4,694-53.9% | $3,986-45.7% | $6,401-66.2% |
| Admin fee / account holder | $4,258 | $9,132-53.4% | $6,835-37.7% | $11,431-62.7% |