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 | $82,363 | $49,280+67.1% | $67,313+22.4% | $64,173+28.3% |
| Participation rate | 61.5% | 60.8%+0.8pp | 69.1%-7.5pp | 69.6%-8.0pp |
| Annual return | -7.51% | -1.39%-6.1pp | -4.08%-3.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,300 | $1,668-22.1% | $2,566-49.3% | $2,381-45.4% |
| Participant deferral / active EE | $5,420 | $2,484+118.2% | $3,568+51.9% | $3,470+56.2% |
| Admin fee / account holder | $1,070 | $3,863-72.3% | $4,507-76.3% | $4,887-78.1% |