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 | $112,108 | $59,819+87.4% | $79,583+40.9% | $68,490+63.7% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -16.59% | -12.30%-4.3pp | 0.16%-16.7pp | -7.85%-8.7pp |
| Employer contribution / active EE | $323 | $1,505-78.5% | $2,414-86.6% | $2,597-87.6% |
| Participant deferral / active EE | $3,906 | $3,025+29.1% | $3,986-2.0% | $4,028-3.0% |
| Admin fee / account holder | $3,377 | $4,835-30.2% | $6,835-50.6% | $5,403-37.5% |