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 | $195,369 | $133,998+45.8% | $112,263+74.0% | $134,545+45.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.05% | 47.17%-63.2pp | 27.49%-43.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $1,375 | $4,040-66.0% | $3,636-62.2% | $4,742-71.0% |
| Participant deferral / active EE | $4,000 | $5,292-24.4% | $4,729-15.4% | $6,401-37.5% |
| Admin fee / account holder | $2,123 | $7,493-71.7% | $6,410-66.9% | $11,431-81.4% |