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 | $82,598 | $50,947+62.1% | $74,549+10.8% | $64,173+28.7% |
| Participation rate | 16.1% | 61.1%-45.0pp | 69.1%-53.1pp | 69.6%-53.5pp |
| Annual return | -7.18% | -1.85%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $461 | $1,115-58.6% | $1,961-76.5% | $2,381-80.6% |
| Participant deferral / active EE | $1,228 | $2,302-46.6% | $3,108-60.5% | $3,470-64.6% |
| Admin fee / account holder | $686 | $4,221-83.8% | $5,059-86.4% | $4,887-86.0% |