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 | $71,640 | $45,872+56.2% | $77,100-7.1% | $68,490+4.6% |
| Participation rate | 67.9% | 55.9%+11.9pp | 67.9%-0.1pp | 67.9%0pp |
| Annual return | -17.98% | 1.73%-19.7pp | 42.35%-60.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,074 | $1,650+147.0% | $2,815+44.7% | $2,597+56.9% |
| Participant deferral / active EE | $8,150 | $2,963+175.1% | $4,430+84.0% | $4,028+102.4% |
| Admin fee / account holder | $590 | $3,041-80.6% | $5,443-89.2% | $5,403-89.1% |