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 | $78,715 | $67,411+16.8% | $91,004-13.5% | $70,126+12.2% |
| Participation rate | 43.6% | 71.4%-27.8pp | 75.6%-32.0pp | 69.5%-26.0pp |
| Annual return | 16.04% | -40.16%+56.2pp | 4.60%+11.4pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,411 | $1,786-21.0% | $2,456-42.5% | $2,343-39.8% |
| Participant deferral / active EE | $4,843 | $2,823+71.6% | $3,548+36.5% | $3,332+45.4% |
| Admin fee / account holder | $10,778 | $4,236+154.4% | $5,417+98.9% | $4,645+132.0% |