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 | $186,104 | $167,353+11.2% | $143,797+29.4% | $134,545+38.3% |
| Participation rate | 47.1% | 84.8%-37.8pp | 80.3%-33.3pp | 81.2%-34.2pp |
| Annual return | -19.14% | 0.48%-19.6pp | -0.04%-19.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $5,311 | $5,620-5.5% | $4,952+7.2% | $4,742+12.0% |
| Participant deferral / active EE | $4,113 | $6,447-36.2% | $5,638-27.1% | $6,401-35.8% |
| Admin fee / account holder | $1,360 | $18,096-92.5% | $14,679-90.7% | $11,431-88.1% |