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 | $119,718 | $62,589+91.3% | $76,768+55.9% | $64,173+86.6% |
| Participation rate | 59.6% | 72.8%-13.3pp | 77.0%-17.4pp | 69.6%-10.0pp |
| Annual return | -4.97% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,587 | $1,832-13.4% | $2,485-36.2% | $2,381-33.4% |
| Participant deferral / active EE | $3,327 | $3,145+5.8% | $3,852-13.6% | $3,470-4.1% |
| Admin fee / account holder | $26,395 | $4,667+465.5% | $6,675+295.4% | $4,887+440.1% |