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 | $91,817 | $59,813+53.5% | $79,580+15.4% | $68,486+34.1% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.5%-44.5pp | 67.9%-42.9pp |
| Annual return | -16.25% | -12.30%-4.0pp | 0.15%-16.4pp | -7.85%-8.4pp |
| Employer contribution / active EE | $470 | $1,505-68.8% | $2,413-80.5% | $2,597-81.9% |
| Participant deferral / active EE | $1,995 | $3,024-34.0% | $3,985-49.9% | $4,028-50.5% |
| Admin fee / account holder | $17,056 | $4,835+252.8% | $6,835+149.5% | $5,404+215.6% |