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 | $110,002 | $46,697+135.6% | $117,533-6.4% | $68,486+60.6% |
| Participation rate | 65.7% | 56.8%+8.9pp | 70.6%-4.9pp | 67.9%-2.2pp |
| Annual return | -13.02% | -14.52%+1.5pp | 29.77%-42.8pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,084 | $1,506+38.4% | $4,179-50.1% | $2,597-19.8% |
| Participant deferral / active EE | $2,049 | $2,637-22.3% | $4,072-49.7% | $4,028-49.1% |
| Admin fee / account holder | $3,162 | $4,023-21.4% | $5,647-44.0% | $5,404-41.5% |