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 | $131,164 | $49,280+166.2% | $67,313+94.9% | $64,173+104.4% |
| Participation rate | 60.3% | 60.8%-0.5pp | 69.1%-8.8pp | 69.6%-9.3pp |
| Annual return | -0.28% | -1.39%+1.1pp | -4.08%+3.8pp | 7.63%-7.9pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,324 | $2,484+114.3% | $3,568+49.2% | $3,470+53.4% |
| Admin fee / account holder | $7,721 | $3,863+99.9% | $4,507+71.3% | $4,887+58.0% |