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 | $83,320 | $67,411+23.6% | $91,004-8.4% | $70,126+18.8% |
| Participation rate | 51.3% | 71.4%-20.1pp | 75.6%-24.3pp | 69.5%-18.3pp |
| Annual return | 14.85% | -40.16%+55.0pp | 4.60%+10.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,671 | $1,786-6.4% | $2,456-31.9% | $2,343-28.7% |
| Participant deferral / active EE | $3,213 | $2,823+13.8% | $3,548-9.4% | $3,332-3.6% |
| Admin fee / account holder | $453 | $4,236-89.3% | $5,417-91.6% | $4,645-90.2% |