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 | $157,840 | $59,819+163.9% | $79,583+98.3% | $68,490+130.5% |
| Participation rate | 59.3% | 61.1%-1.8pp | 69.5%-10.2pp | 67.9%-8.6pp |
| Annual return | -18.96% | -12.30%-6.7pp | 0.16%-19.1pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,468 | $1,505+63.9% | $2,414+2.2% | $2,597-5.0% |
| Participant deferral / active EE | $6,605 | $3,025+118.3% | $3,986+65.7% | $4,028+64.0% |
| Admin fee / account holder | $5,560 | $4,835+15.0% | $6,835-18.7% | $5,403+2.9% |