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 | $244,838 | $77,816+214.6% | $123,552+98.2% | $64,173+281.5% |
| Participation rate | 69.3% | 74.7%-5.4pp | 82.3%-13.0pp | 69.6%-0.2pp |
| Annual return | -4.84% | 12.49%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $13,612 | $3,014+351.6% | $4,628+194.1% | $2,381+471.7% |
| Participant deferral / active EE | $9,823 | $5,240+87.5% | $6,426+52.9% | $3,470+183.1% |
| Admin fee / account holder | $2,742 | $5,519-50.3% | $9,285-70.5% | $4,887-43.9% |