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 | $170,907 | $167,362+2.1% | $143,799+18.9% | $134,532+27.0% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -12.50% | 0.47%-13.0pp | -0.04%-12.5pp | 418.27%-430.8pp |
| Employer contribution / active EE | $1,953 | $5,620-65.3% | $4,952-60.6% | $4,741-58.8% |
| Participant deferral / active EE | $4,363 | $6,447-32.3% | $5,638-22.6% | $6,401-31.8% |
| Admin fee / account holder | $1,294 | $18,094-92.9% | $14,677-91.2% | $11,429-88.7% |