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 | $69,672 | $64,716+7.7% | $112,258-37.9% | $68,495+1.7% |
| Participation rate | 68.8% | 67.2%+1.6pp | 75.1%-6.3pp | 67.9%+0.9pp |
| Annual return | -17.43% | -11.40%-6.0pp | 27.47%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,401 | $2,746-12.6% | $3,636-33.9% | $2,596-7.5% |
| Participant deferral / active EE | $4,029 | $3,565+13.0% | $4,728-14.8% | $4,0280% |
| Admin fee / account holder | $3,741 | $5,232-28.5% | $6,411-41.6% | $5,403-30.8% |