Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,802 | $50,947+15.4% | $74,551-21.1% | $64,173-8.4% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.1%-6.6pp | 69.6%-7.1pp |
| Annual return | -4.59% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,332 | $1,115+19.4% | $1,961-32.1% | $2,381-44.1% |
| Participant deferral / active EE | $3,098 | $2,302+34.6% | $3,108-0.3% | $3,470-10.7% |
| Admin fee / account holder | $4,528 | $4,221+7.3% | $5,059-10.5% | $4,887-7.4% |