Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $104,696 | $68,996+51.7% | $159,991-34.6% | $68,495+52.9% |
| Participation rate | 29.6% | 65.4%-35.8pp | 78.0%-48.3pp | 67.9%-38.3pp |
| Annual return | -16.07% | -9.65%-6.4pp | 408.82%-424.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,122 | $2,212-49.3% | $4,225-73.4% | $2,596-56.8% |
| Participant deferral / active EE | $3,479 | $4,211-17.4% | $6,183-43.7% | $4,028-13.6% |
| Admin fee / account holder | $2,855 | $4,797-40.5% | $8,715-67.2% | $5,403-47.2% |