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 | $87,480 | $42,383+106.4% | $76,518+14.3% | $64,173+36.3% |
| Participation rate | 33.3% | 58.1%-24.8pp | 68.0%-34.7pp | 69.6%-36.2pp |
| Annual return | -4.87% | -16.54%+11.7pp | -0.27%-4.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,310 | $1,563-16.2% | $2,647-50.5% | $2,381-45.0% |
| Participant deferral / active EE | $1,437 | $2,566-44.0% | $3,836-62.5% | $3,470-58.6% |
| Admin fee / account holder | $8,248 | $3,198+157.9% | $4,849+70.1% | $4,887+68.8% |