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 | $194,309 | $50,947+281.4% | $74,549+160.6% | $64,173+202.8% |
| Participation rate | 55.0% | 61.1%-6.1pp | 69.1%-14.1pp | 69.6%-14.6pp |
| Annual return | -5.66% | -1.85%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,160 | $1,115+4.0% | $1,961-40.8% | $2,381-51.3% |
| Participant deferral / active EE | $2,121 | $2,302-7.9% | $3,108-31.8% | $3,470-38.9% |
| Admin fee / account holder | $6,735 | $4,221+59.6% | $5,059+33.1% | $4,887+37.8% |