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 | $84,061 | $62,583+34.3% | $76,767+9.5% | $64,173+31.0% |
| Participation rate | 68.8% | 72.8%-4.1pp | 77.0%-8.2pp | 69.6%-0.8pp |
| Annual return | -2.67% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $657 | $1,832-64.1% | $2,485-73.5% | $2,381-72.4% |
| Participant deferral / active EE | $4,714 | $3,145+49.9% | $3,852+22.4% | $3,470+35.9% |
| Admin fee / account holder | $30,098 | $4,667+544.9% | $6,675+350.9% | $4,887+515.8% |