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 | $103,329 | $87,546+18.0% | $75,784+36.3% | $125,389-17.6% |
| Participation rate | 58.8% | 80.2%-21.3pp | 75.8%-17.0pp | 83.2%-24.4pp |
| Annual return | -3.51% | 13.49%-17.0pp | 9.68%-13.2pp | 282.24%-285.8pp |
| Employer contribution / active EE | $993 | $3,930-74.7% | $3,323-70.1% | $4,866-79.6% |
| Participant deferral / active EE | $1,629 | $4,230-61.5% | $3,652-55.4% | $5,352-69.6% |
| Admin fee / account holder | $1,224 | $6,503-81.2% | $5,300-76.9% | $9,541-87.2% |