Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $144,712 | $48,235+200.0% | $68,803+110.3% | $68,490+111.3% |
| Participation rate | 58.3% | 60.7%-2.3pp | 69.0%-10.7pp | 67.9%-9.6pp |
| Annual return | -14.78% | -12.70%-2.1pp | -6.37%-8.4pp | -7.85%-6.9pp |
| Employer contribution / active EE | $2,264 | $1,829+23.8% | $2,656-14.7% | $2,597-12.8% |
| Participant deferral / active EE | $5,723 | $2,867+99.6% | $3,942+45.2% | $4,028+42.1% |
| Admin fee / account holder | $12,181 | $4,361+179.3% | $4,936+146.8% | $5,403+125.5% |