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 | $49,667 | $49,280+0.8% | $67,313-26.2% | $64,173-22.6% |
| Participation rate | 67.3% | 60.8%+6.5pp | 69.1%-1.8pp | 69.6%-2.3pp |
| Annual return | -5.85% | -1.39%-4.5pp | -4.08%-1.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,198 | $1,668+31.8% | $2,566-14.3% | $2,381-7.7% |
| Participant deferral / active EE | $4,510 | $2,484+81.6% | $3,568+26.4% | $3,470+30.0% |
| Admin fee / account holder | $5,255 | $3,863+36.0% | $4,507+16.6% | $4,887+7.5% |