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 | $84,060 | $52,678+59.6% | $75,784+10.9% | $59,633+41.0% |
| Participation rate | 69.4% | 67.2%+2.2pp | 75.8%-6.4pp | 68.7%+0.7pp |
| Annual return | -0.30% | 2.95%-3.3pp | 9.68%-10.0pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,620 | $2,193+19.4% | $3,323-21.2% | $2,203+18.9% |
| Participant deferral / active EE | $7,913 | $2,591+205.5% | $3,652+116.7% | $3,192+147.9% |
| Admin fee / account holder | $20,694 | $3,610+473.2% | $5,300+290.5% | $4,297+381.6% |