Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $107,044 | $95,915+11.6% | $79,580+34.5% | $134,532-20.4% |
| Participation rate | 30.4% | 75.0%-44.6pp | 69.5%-39.1pp | 81.2%-50.8pp |
| Annual return | -16.12% | -2.71%-13.4pp | 0.15%-16.3pp | 418.27%-434.4pp |
| Employer contribution / active EE | $801 | $3,129-74.4% | $2,413-66.8% | $4,741-83.1% |
| Participant deferral / active EE | $4,279 | $4,693-8.8% | $3,985+7.4% | $6,401-33.1% |
| Admin fee / account holder | $6,450 | $9,132-29.4% | $6,835-5.6% | $11,429-43.6% |