Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $135,267 | $81,870+65.2% | $119,622+13.1% | $68,486+97.5% |
| Participation rate | 63.5% | 71.9%-8.4pp | 79.3%-15.8pp | 67.9%-4.4pp |
| Annual return | -16.79% | -23.82%+7.0pp | -14.98%-1.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $7,556 | $2,692+180.7% | $4,232+78.5% | $2,597+191.0% |
| Participant deferral / active EE | $2,474 | $4,148-40.4% | $5,601-55.8% | $4,028-38.6% |
| Admin fee / account holder | $6,198 | $6,583-5.9% | $10,328-40.0% | $5,404+14.7% |