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 | $152,824 | $56,484+170.6% | $169,452-9.8% | $64,173+138.1% |
| Participation rate | 65.0% | 64.5%+0.5pp | 77.8%-12.8pp | 69.6%-4.6pp |
| Annual return | -5.10% | -1.55%-3.5pp | 1.83%-6.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,204 | $1,832-34.3% | $4,157-71.0% | $2,381-49.4% |
| Participant deferral / active EE | $3,404 | $3,448-1.3% | $5,277-35.5% | $3,470-1.9% |
| Admin fee / account holder | $1,739 | $4,174-58.3% | $9,110-80.9% | $4,887-64.4% |