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 | $182,886 | $167,323+9.3% | $143,770+27.2% | $134,493+36.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -16.61% | 0.47%-17.1pp | -0.04%-16.6pp | 418.01%-434.6pp |
| Employer contribution / active EE | $1,664 | $5,619-70.4% | $4,951-66.4% | $4,740-64.9% |
| Participant deferral / active EE | $12,507 | $6,446+94.0% | $5,638+121.9% | $6,400+95.4% |
| Admin fee / account holder | $5,525 | $18,088-69.5% | $14,673-62.3% | $11,425-51.6% |