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 | $89,414 | $52,678+69.7% | $75,784+18.0% | $59,633+49.9% |
| Participation rate | 69.4% | 67.2%+2.2pp | 75.8%-6.4pp | 68.7%+0.7pp |
| Annual return | -2.53% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $4,070 | $2,193+85.5% | $3,323+22.5% | $2,203+84.8% |
| Participant deferral / active EE | $3,269 | $2,591+26.2% | $3,652-10.5% | $3,192+2.4% |
| Admin fee / account holder | $5,669 | $3,610+57.0% | $5,300+7.0% | $4,297+31.9% |