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 | $249,509 | $127,386+95.9% | $115,037+116.9% | $125,388+99.0% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -1.21% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $3,248 | $5,166-37.1% | $4,608-29.5% | $4,866-33.3% |
| Participant deferral / active EE | $6,577 | $6,423+2.4% | $6,026+9.1% | $5,352+22.9% |
| Admin fee / account holder | $2,116 | $9,516-77.8% | $8,175-74.1% | $9,541-77.8% |