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 | $162,364 | $100,811+61.1% | $86,698+87.3% | $134,545+20.7% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -15.09% | 29.11%-44.2pp | 35.96%-51.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $750 | $3,490-78.5% | $2,837-73.6% | $4,742-84.2% |
| Participant deferral / active EE | $3,001 | $5,339-43.8% | $4,656-35.6% | $6,401-53.1% |
| Admin fee / account holder | $4,927 | $10,926-54.9% | $7,492-34.2% | $11,431-56.9% |