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 | $174,934 | $50,947+243.4% | $74,549+134.7% | $64,173+172.6% |
| Participation rate | 52.2% | 61.1%-8.9pp | 69.1%-17.0pp | 69.6%-17.4pp |
| Annual return | -4.96% | -1.85%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,948 | $2,302+158.5% | $3,108+91.4% | $3,470+71.4% |
| Admin fee / account holder | $3,858 | $4,221-8.6% | $5,059-23.7% | $4,887-21.1% |