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 | $110,210 | $64,719+70.3% | $112,249-1.8% | $68,486+60.9% |
| Participation rate | 58.6% | 67.2%-8.5pp | 75.1%-16.4pp | 67.9%-9.3pp |
| Annual return | -4.90% | -11.40%+6.5pp | 27.48%-32.4pp | -7.85%+3.0pp |
| Employer contribution / active EE | $1,414 | $2,747-48.5% | $3,636-61.1% | $2,597-45.6% |
| Participant deferral / active EE | $5,257 | $3,565+47.5% | $4,729+11.2% | $4,028+30.5% |
| Admin fee / account holder | $10,721 | $5,232+104.9% | $6,412+67.2% | $5,404+98.4% |