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 | $110,564 | $65,092+69.9% | $143,799-23.1% | $66,938+65.2% |
| Participation rate | 68.3% | 65.2%+3.1pp | 80.3%-12.0pp | 69.8%-1.5pp |
| Annual return | -14.78% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $5,811 | $2,362+146.1% | $4,952+17.3% | $2,545+128.3% |
| Participant deferral / active EE | $4,852 | $2,920+66.1% | $5,638-14.0% | $4,238+14.5% |
| Admin fee / account holder | $2,364 | $502+370.5% | $14,677-83.9% | $594+298.2% |