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 | $181,989 | $59,819+204.2% | $79,583+128.7% | $68,490+165.7% |
| Participation rate | 46.4% | 61.1%-14.6pp | 69.5%-23.1pp | 67.9%-21.5pp |
| Annual return | -19.13% | -12.30%-6.8pp | 0.16%-19.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $697 | $1,505-53.7% | $2,414-71.1% | $2,597-73.2% |
| Participant deferral / active EE | $2,049 | $3,025-32.3% | $3,986-48.6% | $4,028-49.1% |
| Admin fee / account holder | $6,909 | $4,835+42.9% | $6,835+1.1% | $5,403+27.9% |