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 | $156,239 | $42,909+264.1% | $60,906+156.5% | $68,486+128.1% |
| Participation rate | 46.6% | 66.8%-20.2pp | 73.1%-26.5pp | 67.9%-21.3pp |
| Annual return | -11.76% | -13.99%+2.2pp | 16.94%-28.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $2,625 | $1,979+32.7% | $2,703-2.9% | $2,597+1.1% |
| Participant deferral / active EE | $3,534 | $2,866+23.3% | $3,814-7.3% | $4,028-12.3% |
| Admin fee / account holder | $1,854 | $3,104-40.3% | $3,227-42.5% | $5,404-65.7% |