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 | $78,536 | $77,816+0.9% | $123,552-36.4% | $64,173+22.4% |
| Participation rate | 53.8% | 74.7%-20.9pp | 82.3%-28.4pp | 69.6%-15.7pp |
| Annual return | -0.31% | 12.49%-12.8pp | 119.20%-119.5pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,714 | $3,014-43.1% | $4,628-63.0% | $2,381-28.0% |
| Participant deferral / active EE | $2,909 | $5,240-44.5% | $6,426-54.7% | $3,470-16.2% |
| Admin fee / account holder | $980 | $5,519-82.2% | $9,285-89.4% | $4,887-79.9% |