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 | $81,154 | $73,019+11.1% | $90,766-10.6% | $68,490+18.5% |
| Participation rate | 69.1% | 70.8%-1.7pp | 75.7%-6.6pp | 67.9%+1.2pp |
| Annual return | -16.27% | -13.81%-2.5pp | -12.16%-4.1pp | -7.85%-8.4pp |
| Employer contribution / active EE | $843 | $2,193-61.6% | $2,922-71.2% | $2,597-67.5% |
| Participant deferral / active EE | $3,546 | $3,626-2.2% | $4,565-22.3% | $4,028-12.0% |
| Admin fee / account holder | $4,698 | $5,897-20.3% | $8,446-44.4% | $5,403-13.1% |