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 | $74,221 | $43,730+69.7% | $121,220-38.8% | $64,173+15.7% |
| Participation rate | 63.0% | 58.3%+4.6pp | 71.8%-8.8pp | 69.6%-6.6pp |
| Annual return | -3.33% | 68.94%-72.3pp | 16.94%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,314 | $1,297+1.3% | $4,023-67.3% | $2,381-44.8% |
| Participant deferral / active EE | $3,856 | $2,281+69.1% | $3,345+15.3% | $3,470+11.1% |
| Admin fee / account holder | $552 | $3,502-84.2% | $5,021-89.0% | $4,887-88.7% |