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 | $110,006 | $48,264+127.9% | $68,790+59.9% | $68,498+60.6% |
| Participation rate | 60.5% | 60.7%-0.2pp | 69.0%-8.5pp | 67.9%-7.4pp |
| Annual return | -16.71% | -12.70%-4.0pp | -6.38%-10.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,100 | $1,829+14.8% | $2,655-20.9% | $2,596-19.1% |
| Participant deferral / active EE | $4,323 | $2,867+50.8% | $3,941+9.7% | $4,027+7.3% |
| Admin fee / account holder | $3,634 | $4,360-16.7% | $4,934-26.3% | $5,403-32.7% |