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 | $72,219 | $54,370+32.8% | $82,763-12.7% | $68,490+5.4% |
| Participation rate | 69.4% | 63.9%+5.5pp | 72.6%-3.2pp | 67.9%+1.5pp |
| Annual return | -16.33% | -13.67%-2.7pp | 702.45%-718.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $3,372 | $2,219+52.0% | $3,008+12.1% | $2,597+29.9% |
| Participant deferral / active EE | $2,684 | $3,247-17.3% | $4,395-38.9% | $4,028-33.4% |
| Admin fee / account holder | $4,645 | $4,398+5.6% | $5,325-12.8% | $5,403-14.0% |