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 | $91,947 | $77,817+18.2% | $123,553-25.6% | $64,173+43.3% |
| Participation rate | 59.0% | 74.7%-15.7pp | 82.3%-23.3pp | 69.6%-10.6pp |
| Annual return | -8.08% | 12.49%-20.6pp | 119.21%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,731 | $3,014+23.8% | $4,628-19.4% | $2,381+56.7% |
| Participant deferral / active EE | $8,401 | $5,240+60.3% | $6,426+30.7% | $3,470+142.1% |
| Admin fee / account holder | $1,847 | $5,519-66.5% | $9,284-80.1% | $4,887-62.2% |