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 | $91,139 | $83,908+8.6% | $68,509+33.0% | $125,389-27.3% |
| Participation rate | 55.0% | 78.2%-23.2pp | 74.7%-19.7pp | 83.2%-28.2pp |
| Annual return | -1.91% | 14.48%-16.4pp | 8.27%-10.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,063 | $3,031-64.9% | $2,278-53.3% | $4,866-78.2% |
| Participant deferral / active EE | $3,331 | $4,125-19.2% | $3,382-1.5% | $5,352-37.8% |
| Admin fee / account holder | $2,903 | $8,982-67.7% | $5,275-45.0% | $9,541-69.6% |