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 | $135,042 | $43,333+211.6% | $59,883+125.5% | $64,186+110.4% |
| Participation rate | 54.1% | 69.2%-15.1pp | 74.7%-20.6pp | 69.6%-15.5pp |
| Annual return | -0.81% | -1.55%+0.7pp | 3.46%-4.3pp | 7.63%-8.4pp |
| Employer contribution / active EE | $1,617 | $2,029-20.3% | $2,722-40.6% | $2,381-32.1% |
| Participant deferral / active EE | $3,661 | $2,547+43.8% | $3,402+7.6% | $3,470+5.5% |
| Admin fee / account holder | $16,800 | $3,006+458.9% | $3,591+367.9% | $4,888+243.7% |