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 | $167,554 | $71,873+133.1% | $86,698+93.3% | $68,490+144.6% |
| Participation rate | 23.1% | 72.2%-49.2pp | 76.6%-53.5pp | 67.9%-44.8pp |
| Annual return | -11.94% | 3.54%-15.5pp | 35.96%-47.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $5,581 | $2,173+156.8% | $2,837+96.7% | $2,597+114.9% |
| Participant deferral / active EE | $11,838 | $3,779+213.2% | $4,656+154.2% | $4,028+193.9% |
| Admin fee / account holder | $21,980 | $6,110+259.7% | $7,492+193.4% | $5,403+306.8% |