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 | $77,380 | $158,852-51.3% | $121,220-36.2% | $135,380-42.8% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.8%-11.8pp | 82.6%-22.6pp |
| Annual return | -7.03% | -0.64%-6.4pp | 16.94%-24.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,225 | $5,666-78.4% | $4,023-69.5% | $4,779-74.4% |
| Participant deferral / active EE | $4,283 | $4,006+6.9% | $3,345+28.0% | $5,609-23.6% |
| Admin fee / account holder | $1,537 | $6,515-76.4% | $5,021-69.4% | $10,828-85.8% |