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 | $74,557 | $77,817-4.2% | $123,553-39.7% | $64,173+16.2% |
| Participation rate | 64.7% | 74.7%-10.0pp | 82.3%-17.6pp | 69.6%-4.9pp |
| Annual return | -7.17% | 12.49%-19.7pp | 119.21%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,794 | $3,014-40.5% | $4,628-61.2% | $2,381-24.6% |
| Participant deferral / active EE | $4,557 | $5,240-13.0% | $6,426-29.1% | $3,470+31.4% |
| Admin fee / account holder | $414 | $5,519-92.5% | $9,284-95.5% | $4,887-91.5% |