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 | $75,804 | $77,816-2.6% | $123,549-38.6% | $64,181+18.1% |
| Participation rate | 66.3% | 74.7%-8.5pp | 82.3%-16.0pp | 69.6%-3.3pp |
| Annual return | -7.75% | 12.49%-20.2pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,017 | $3,014-66.3% | $4,628-78.0% | $2,381-57.3% |
| Participant deferral / active EE | $2,889 | $5,240-44.9% | $6,426-55.0% | $3,470-16.7% |
| Admin fee / account holder | $1,841 | $5,519-66.6% | $9,284-80.2% | $4,887-62.3% |