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 | $131,644 | $64,716+103.4% | $112,258+17.3% | $68,495+92.2% |
| Participation rate | 65.7% | 67.2%-1.4pp | 75.1%-9.3pp | 67.9%-2.2pp |
| Annual return | -18.26% | -11.40%-6.9pp | 27.47%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,292 | $2,746+19.9% | $3,636-9.4% | $2,596+26.8% |
| Participant deferral / active EE | $8,109 | $3,565+127.5% | $4,728+71.5% | $4,028+101.3% |
| Admin fee / account holder | $1,382 | $5,232-73.6% | $6,411-78.5% | $5,403-74.4% |