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 | $83,484 | $45,872+82.0% | $77,096+8.3% | $68,486+21.9% |
| Participation rate | 65.4% | 55.9%+9.5pp | 67.9%-2.5pp | 67.9%-2.5pp |
| Annual return | -17.08% | 1.73%-18.8pp | 42.35%-59.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,747 | $1,650+5.9% | $2,814-37.9% | $2,597-32.7% |
| Participant deferral / active EE | $4,105 | $2,963+38.6% | $4,429-7.3% | $4,028+1.9% |
| Admin fee / account holder | $4,832 | $3,041+58.9% | $5,428-11.0% | $5,404-10.6% |