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 | $171,047 | $54,162+215.8% | $68,612+149.3% | $64,173+166.5% |
| Participation rate | 54.3% | 68.1%-13.8pp | 72.2%-18.0pp | 69.6%-15.3pp |
| Annual return | -5.50% | -1.62%-3.9pp | -4.63%-0.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,456 | $1,846-21.2% | $2,625-44.6% | $2,381-38.9% |
| Participant deferral / active EE | $5,960 | $2,626+126.9% | $3,311+80.0% | $3,470+71.8% |
| Admin fee / account holder | $1,165 | $4,029-71.1% | $5,131-77.3% | $4,887-76.2% |