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 | $169,417 | $142,361+19.0% | $119,608+41.6% | $134,509+26.0% |
| Participation rate | 47.8% | 82.8%-35.0pp | 79.3%-31.4pp | 81.2%-33.4pp |
| Annual return | -14.39% | -12.46%-1.9pp | -14.98%+0.6pp | 418.13%-432.5pp |
| Employer contribution / active EE | $8,050 | $5,224+54.1% | $4,232+90.2% | $4,741+69.8% |
| Participant deferral / active EE | $5,977 | $6,468-7.6% | $5,601+6.7% | $6,400-6.6% |
| Admin fee / account holder | $57,535 | $13,588+323.4% | $10,326+457.2% | $11,427+403.5% |