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 | $116,937 | $27,632+323.2% | $61,452+90.3% | $68,486+70.7% |
| Participation rate | 59.3% | 39.5%+19.8pp | 52.6%+6.7pp | 67.9%-8.6pp |
| Annual return | -17.69% | -13.24%-4.5pp | 338.96%-356.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $964 | $696+38.5% | $1,160-16.9% | $2,597-62.9% |
| Participant deferral / active EE | $4,819 | $1,264+281.4% | $2,125+126.8% | $4,028+19.7% |
| Admin fee / account holder | $9,513 | $2,010+373.2% | $2,131+346.4% | $5,404+76.0% |