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 | $103,835 | $43,344+139.6% | $59,899+73.4% | $64,173+61.8% |
| Participation rate | 35.2% | 69.2%-34.0pp | 74.7%-39.5pp | 69.6%-34.4pp |
| Annual return | -6.48% | -1.55%-4.9pp | 3.46%-9.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $632 | $2,030-68.9% | $2,723-76.8% | $2,381-73.5% |
| Participant deferral / active EE | $2,173 | $2,547-14.7% | $3,402-36.1% | $3,470-37.4% |
| Admin fee / account holder | $2,563 | $3,008-14.8% | $3,592-28.6% | $4,887-47.6% |