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 | $135,955 | $50,947+166.9% | $74,549+82.4% | $64,173+111.9% |
| Participation rate | 36.5% | 61.1%-24.6pp | 69.1%-32.6pp | 69.6%-33.1pp |
| Annual return | -7.20% | -1.85%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $992 | $1,115-11.0% | $1,961-49.4% | $2,381-58.3% |
| Participant deferral / active EE | $3,462 | $2,302+50.4% | $3,108+11.4% | $3,470-0.2% |
| Admin fee / account holder | $1,450 | $4,221-65.6% | $5,059-71.3% | $4,887-70.3% |