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 | $179,762 | $167,362+7.4% | $143,799+25.0% | $134,532+33.6% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -18.15% | 0.47%-18.6pp | -0.04%-18.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,426 | $5,620-56.8% | $4,952-51.0% | $4,741-48.8% |
| Participant deferral / active EE | $3,729 | $6,447-42.2% | $5,638-33.9% | $6,401-41.7% |
| Admin fee / account holder | $1,405 | $18,094-92.2% | $14,677-90.4% | $11,429-87.7% |