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 | $71,805 | $37,463+91.7% | $77,096-6.9% | $66,938+7.3% |
| Participation rate | 64.4% | 52.9%+11.4pp | 67.9%-3.6pp | 69.8%-5.5pp |
| Annual return | -16.83% | -3.25%-13.6pp | 42.35%-59.2pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,536 | $1,535+65.2% | $2,814-9.9% | $2,545-0.3% |
| Participant deferral / active EE | $5,427 | $2,621+107.0% | $4,429+22.5% | $4,238+28.0% |
| Admin fee / account holder | $5,673 | $568+898.8% | $5,428+4.5% | $594+855.9% |