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 | $99,640 | $73,019+36.5% | $90,766+9.8% | $68,490+45.5% |
| Participation rate | 52.5% | 70.8%-18.3pp | 75.7%-23.2pp | 67.9%-15.4pp |
| Annual return | -15.03% | -13.81%-1.2pp | -12.16%-2.9pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,526 | $2,193-30.4% | $2,922-47.8% | $2,597-41.2% |
| Participant deferral / active EE | $3,624 | $3,626-0.1% | $4,565-20.6% | $4,028-10.0% |
| Admin fee / account holder | $6,551 | $5,897+11.1% | $8,446-22.4% | $5,403+21.3% |