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 | $92,063 | $71,873+28.1% | $86,698+6.2% | $68,490+34.4% |
| Participation rate | 68.8% | 72.2%-3.5pp | 76.6%-7.8pp | 67.9%+0.9pp |
| Annual return | -7.51% | 3.54%-11.0pp | 35.96%-43.5pp | -7.85%+0.3pp |
| Employer contribution / active EE | $983 | $2,173-54.8% | $2,837-65.3% | $2,597-62.1% |
| Participant deferral / active EE | $3,667 | $3,779-3.0% | $4,656-21.3% | $4,028-9.0% |
| Admin fee / account holder | $6,453 | $6,110+5.6% | $7,492-13.9% | $5,403+19.4% |