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 | $94,722 | $59,834+58.3% | $79,576+19.0% | $68,495+38.3% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.5%-15.6pp | 67.9%-14.0pp |
| Annual return | -15.14% | -12.30%-2.8pp | 0.15%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $411 | $1,505-72.7% | $2,413-83.0% | $2,596-84.2% |
| Participant deferral / active EE | $1,547 | $3,024-48.9% | $3,985-61.2% | $4,028-61.6% |
| Admin fee / account holder | $4,486 | $4,835-7.2% | $6,834-34.4% | $5,403-17.0% |