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 | $241,228 | $73,848+226.7% | $143,799+67.8% | $68,486+252.2% |
| Participation rate | 64.9% | 66.7%-1.8pp | 80.3%-15.5pp | 67.9%-3.0pp |
| Annual return | -16.06% | 0.91%-17.0pp | -0.04%-16.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $3,989 | $3,184+25.3% | $4,952-19.5% | $2,597+53.6% |
| Participant deferral / active EE | $5,376 | $3,385+58.8% | $5,638-4.7% | $4,028+33.5% |
| Admin fee / account holder | $2,702 | $5,755-53.0% | $14,677-81.6% | $5,404-50.0% |