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 | $103,289 | $167,352-38.3% | $143,788-28.2% | $134,509-23.2% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.11% | 0.47%-19.6pp | -0.03%-19.1pp | 418.13%-437.2pp |
| Employer contribution / active EE | $2,538 | $5,620-54.8% | $4,952-48.8% | $4,741-46.5% |
| Participant deferral / active EE | $6,096 | $6,447-5.4% | $5,638+8.1% | $6,400-4.7% |
| Admin fee / account holder | $2,381 | $18,091-86.8% | $14,675-83.8% | $11,427-79.2% |