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 | $85,304 | $48,235+76.9% | $68,803+24.0% | $68,490+24.5% |
| Participation rate | 69.6% | 60.7%+8.9pp | 69.0%+0.5pp | 67.9%+1.7pp |
| Annual return | -16.72% | -12.70%-4.0pp | -6.37%-10.4pp | -7.85%-8.9pp |
| Employer contribution / active EE | $772 | $1,829-57.8% | $2,656-70.9% | $2,597-70.3% |
| Participant deferral / active EE | $1,754 | $2,867-38.8% | $3,942-55.5% | $4,028-56.5% |
| Admin fee / account holder | $6,234 | $4,361+42.9% | $4,936+26.3% | $5,403+15.4% |