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 | $178,666 | $82,674+116.1% | $125,363+42.5% | $68,495+160.8% |
| Participation rate | 55.7% | 75.0%-19.3pp | 82.4%-26.7pp | 67.9%-12.2pp |
| Annual return | -17.31% | -5.97%-11.3pp | 572.15%-589.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,580 | $3,382-53.3% | $4,815-67.2% | $2,596-39.2% |
| Participant deferral / active EE | $6,277 | $6,111+2.7% | $7,447-15.7% | $4,028+55.9% |
| Admin fee / account holder | $3,265 | $6,276-48.0% | $10,005-67.4% | $5,403-39.6% |