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 | $67,214 | $50,958+31.9% | $74,552-9.8% | $64,181+4.7% |
| Participation rate | 59.0% | 61.1%-2.1pp | 69.1%-10.2pp | 69.6%-10.6pp |
| Annual return | -6.51% | -1.86%-4.7pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,549 | $1,115+38.9% | $1,961-21.0% | $2,381-34.9% |
| Participant deferral / active EE | $2,325 | $2,301+1.0% | $3,108-25.2% | $3,470-33.0% |
| Admin fee / account holder | $3,307 | $4,223-21.7% | $5,060-34.6% | $4,887-32.3% |