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 | $73,943 | $64,729+14.2% | $112,263-34.1% | $68,490+8.0% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -13.42% | -11.40%-2.0pp | 27.49%-40.9pp | -7.85%-5.6pp |
| Employer contribution / active EE | $4,467 | $2,746+62.7% | $3,636+22.9% | $2,597+72.0% |
| Participant deferral / active EE | $5,635 | $3,566+58.0% | $4,729+19.2% | $4,028+39.9% |
| Admin fee / account holder | $20,117 | $5,222+285.3% | $6,410+213.8% | $5,403+272.3% |