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 | $191,934 | $64,719+196.6% | $112,249+71.0% | $68,486+180.3% |
| Participation rate | 53.3% | 67.2%-13.8pp | 75.1%-21.7pp | 67.9%-14.6pp |
| Annual return | -17.47% | -11.40%-6.1pp | 27.48%-45.0pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,117 | $2,747-59.3% | $3,636-69.3% | $2,597-57.0% |
| Participant deferral / active EE | $2,988 | $3,565-16.2% | $4,729-36.8% | $4,028-25.8% |
| Admin fee / account holder | $5,657 | $5,232+8.1% | $6,412-11.8% | $5,404+4.7% |