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 | $88,291 | $59,116+49.4% | $86,438+2.1% | $68,486+28.9% |
| Participation rate | 66.7% | 75.2%-8.6pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -16.41% | -0.23%-16.2pp | 4397.19%-4413.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,138 | $2,519+24.6% | $3,769-16.8% | $2,597+20.8% |
| Participant deferral / active EE | $6,072 | $5,902+2.9% | $6,952-12.7% | $4,028+50.8% |
| Admin fee / account holder | $836 | $5,639-85.2% | $6,733-87.6% | $5,404-84.5% |