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 | $143,948 | $62,589+130.0% | $76,768+87.5% | $64,173+124.3% |
| Participation rate | 67.5% | 72.8%-5.3pp | 77.0%-9.5pp | 69.6%-2.1pp |
| Annual return | -2.66% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,018 | $1,832-44.5% | $2,485-59.1% | $2,381-57.3% |
| Participant deferral / active EE | $3,329 | $3,145+5.9% | $3,852-13.6% | $3,470-4.1% |
| Admin fee / account holder | $2,253 | $4,667-51.7% | $6,675-66.2% | $4,887-53.9% |