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 | $121,999 | $53,162+129.5% | $91,227+33.7% | $68,490+78.1% |
| Participation rate | 62.1% | 63.2%-1.1pp | 73.2%-11.1pp | 67.9%-5.8pp |
| Annual return | -13.37% | -3.14%-10.2pp | 114.14%-127.5pp | -7.85%-5.5pp |
| Employer contribution / active EE | $3,493 | $1,709+104.4% | $2,851+22.5% | $2,597+34.5% |
| Participant deferral / active EE | $3,868 | $2,974+30.1% | $4,234-8.6% | $4,028-4.0% |
| Admin fee / account holder | $968 | $4,493-78.5% | $5,423-82.2% | $5,403-82.1% |