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 | $62,960 | $50,947+23.6% | $74,549-15.5% | $64,173-1.9% |
| Participation rate | 39.1% | 61.1%-21.9pp | 69.1%-30.0pp | 69.6%-30.4pp |
| Annual return | -6.05% | -1.85%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,106 | $1,115-0.9% | $1,961-43.6% | $2,381-53.6% |
| Participant deferral / active EE | $2,540 | $2,302+10.4% | $3,108-18.3% | $3,470-26.8% |
| Admin fee / account holder | $672 | $4,221-84.1% | $5,059-86.7% | $4,887-86.3% |