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 | $191,265 | $167,353+14.3% | $143,797+33.0% | $134,545+42.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -15.56% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,713 | $5,620-69.5% | $4,952-65.4% | $4,742-63.9% |
| Participant deferral / active EE | $13,208 | $6,447+104.9% | $5,638+134.2% | $6,401+106.3% |
| Admin fee / account holder | $425 | $18,096-97.7% | $14,679-97.1% | $11,431-96.3% |