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 | $185,454 | $100,811+84.0% | $86,698+113.9% | $134,545+37.8% |
| Participation rate | 46.7% | 79.0%-32.3pp | 76.6%-29.9pp | 81.2%-34.6pp |
| Annual return | -18.35% | 29.11%-47.5pp | 35.96%-54.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,787 | $3,490-48.8% | $2,837-37.0% | $4,742-62.3% |
| Participant deferral / active EE | $6,680 | $5,339+25.1% | $4,656+43.5% | $6,401+4.4% |
| Admin fee / account holder | $4,256 | $10,926-61.0% | $7,492-43.2% | $11,431-62.8% |