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 | $152,286 | $64,719+135.3% | $112,249+35.7% | $68,486+122.4% |
| Participation rate | 43.8% | 67.2%-23.4pp | 75.1%-31.3pp | 67.9%-24.1pp |
| Annual return | -17.60% | -11.40%-6.2pp | 27.48%-45.1pp | -7.85%-9.7pp |
| Employer contribution / active EE | $774 | $2,747-71.8% | $3,636-78.7% | $2,597-70.2% |
| Participant deferral / active EE | $3,542 | $3,565-0.7% | $4,729-25.1% | $4,028-12.1% |
| Admin fee / account holder | $30,119 | $5,232+475.6% | $6,412+369.7% | $5,404+457.4% |