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 | $66,310 | $50,947+30.2% | $74,551-11.1% | $64,173+3.3% |
| Participation rate | 57.8% | 61.1%-3.3pp | 69.1%-11.4pp | 69.6%-11.8pp |
| Annual return | -5.98% | -1.85%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,140 | $1,115+181.5% | $1,961+60.1% | $2,381+31.9% |
| Participant deferral / active EE | $2,719 | $2,302+18.2% | $3,108-12.5% | $3,470-21.6% |
| Admin fee / account holder | $1,102 | $4,221-73.9% | $5,059-78.2% | $4,887-77.5% |