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 | $137,832 | $84,518+63.1% | $67,704+103.6% | $125,388+9.9% |
| Participation rate | 20.0% | 74.8%-54.8pp | 67.5%-47.5pp | 83.2%-63.2pp |
| Annual return | -2.92% | 2.57%-5.5pp | 25.41%-28.3pp | 282.24%-285.2pp |
| Employer contribution / active EE | $486 | $3,292-85.3% | $2,559-81.0% | $4,866-90.0% |
| Participant deferral / active EE | $3,600 | $4,430-18.7% | $3,585+0.4% | $5,352-32.7% |
| Admin fee / account holder | $1,245 | $5,340-76.7% | $4,255-70.7% | $9,541-87.0% |