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 | $97,992 | $71,873+36.3% | $86,698+13.0% | $68,490+43.1% |
| Participation rate | 41.4% | 72.2%-30.9pp | 76.6%-35.2pp | 67.9%-26.5pp |
| Annual return | -15.79% | 3.54%-19.3pp | 35.96%-51.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,182 | $2,173-45.6% | $2,837-58.3% | $2,597-54.5% |
| Participant deferral / active EE | $1,850 | $3,779-51.1% | $4,656-60.3% | $4,028-54.1% |
| Admin fee / account holder | $806 | $6,110-86.8% | $7,492-89.2% | $5,403-85.1% |