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 | $77,499 | $97,881-20.8% | $80,004-3.1% | $125,389-38.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | -3.30% | 9.36%-12.7pp | 7.63%-10.9pp | 282.24%-285.5pp |
| Employer contribution / active EE | $3,757 | $3,128+20.1% | $2,473+51.9% | $4,866-22.8% |
| Participant deferral / active EE | $6,079 | $3,744+62.4% | $3,204+89.8% | $5,352+13.6% |
| Admin fee / account holder | $4,920 | $6,278-21.6% | $5,033-2.3% | $9,541-48.4% |