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 | $218,571 | $64,729+237.7% | $112,263+94.7% | $68,490+219.1% |
| Participation rate | 39.4% | 67.2%-27.8pp | 75.1%-35.7pp | 67.9%-28.5pp |
| Annual return | -13.68% | -11.40%-2.3pp | 27.49%-41.2pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,063 | $2,746-61.3% | $3,636-70.8% | $2,597-59.0% |
| Participant deferral / active EE | $5,413 | $3,566+51.8% | $4,729+14.5% | $4,028+34.4% |
| Admin fee / account holder | $4,757 | $5,222-8.9% | $6,410-25.8% | $5,403-12.0% |