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 | $123,063 | $56,484+117.9% | $169,452-27.4% | $64,173+91.8% |
| Participation rate | 50.0% | 64.5%-14.5pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -3.71% | -1.55%-2.2pp | 1.83%-5.5pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,604 | $1,832-12.5% | $4,157-61.4% | $2,381-32.6% |
| Participant deferral / active EE | $4,316 | $3,448+25.2% | $5,277-18.2% | $3,470+24.4% |
| Admin fee / account holder | $7,489 | $4,174+79.4% | $9,110-17.8% | $4,887+53.2% |