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 | $100,363 | $61,660+62.8% | $80,022+25.4% | $64,173+56.4% |
| Participation rate | 69.6% | 71.7%-2.1pp | 75.8%-6.3pp | 69.6%0pp |
| Annual return | -4.27% | -0.33%-3.9pp | 11.22%-15.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,771 | $1,810-2.2% | $2,468-28.3% | $2,381-25.6% |
| Participant deferral / active EE | $4,811 | $2,968+62.1% | $3,686+30.5% | $3,470+38.7% |
| Admin fee / account holder | $9,683 | $5,417+78.8% | $6,521+48.5% | $4,887+98.1% |