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 | $70,466 | $62,589+12.6% | $76,768-8.2% | $64,173+9.8% |
| Participation rate | 67.6% | 72.8%-5.2pp | 77.0%-9.3pp | 69.6%-1.9pp |
| Annual return | -5.99% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,282 | $1,832-30.0% | $2,485-48.4% | $2,381-46.2% |
| Participant deferral / active EE | $1,979 | $3,145-37.1% | $3,852-48.6% | $3,470-43.0% |
| Admin fee / account holder | $2,093 | $4,667-55.1% | $6,675-68.6% | $4,887-57.2% |