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 | $81,293 | $73,848+10.1% | $143,799-43.5% | $68,486+18.7% |
| Participation rate | 68.3% | 66.7%+1.7pp | 80.3%-12.0pp | 67.9%+0.4pp |
| Annual return | -16.27% | 0.91%-17.2pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,142 | $3,184-64.1% | $4,952-76.9% | $2,597-56.0% |
| Participant deferral / active EE | $5,754 | $3,385+70.0% | $5,638+2.1% | $4,028+42.9% |
| Admin fee / account holder | $15,180 | $5,755+163.8% | $14,677+3.4% | $5,404+180.9% |