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 | $141,740 | $82,678+71.4% | $125,391+13.0% | $68,490+106.9% |
| Participation rate | 58.1% | 75.1%-17.0pp | 82.4%-24.3pp | 67.9%-9.8pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,158 | $3,382-36.2% | $4,816-55.2% | $2,597-16.9% |
| Participant deferral / active EE | $6,515 | $6,111+6.6% | $7,448-12.5% | $4,028+61.7% |
| Admin fee / account holder | $3,651 | $6,277-41.8% | $10,009-63.5% | $5,403-32.4% |