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 | $42,562 | $61,660-31.0% | $80,022-46.8% | $64,173-33.7% |
| Participation rate | 69.6% | 71.7%-2.1pp | 75.8%-6.2pp | 69.6%+0.1pp |
| Annual return | -1.98% | -0.33%-1.7pp | 11.22%-13.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $2,421 | $1,810+33.7% | $2,468-1.9% | $2,381+1.7% |
| Participant deferral / active EE | $4,944 | $2,968+66.6% | $3,686+34.1% | $3,470+42.5% |
| Admin fee / account holder | $3,207 | $5,417-40.8% | $6,521-50.8% | $4,887-34.4% |