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 | $159,871 | $81,870+95.3% | $119,622+33.6% | $68,486+133.4% |
| Participation rate | 25.0% | 71.9%-46.9pp | 79.3%-54.3pp | 67.9%-42.9pp |
| Annual return | -4.58% | -23.82%+19.2pp | -14.98%+10.4pp | -7.85%+3.3pp |
| Employer contribution / active EE | $1,574 | $2,692-41.5% | $4,232-62.8% | $2,597-39.4% |
| Participant deferral / active EE | $2,582 | $4,148-37.7% | $5,601-53.9% | $4,028-35.9% |
| Admin fee / account holder | $958 | $6,583-85.4% | $10,328-90.7% | $5,404-82.3% |