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 | $79,157 | $43,344+82.6% | $59,899+32.2% | $64,173+23.3% |
| Participation rate | 61.5% | 69.2%-7.6pp | 74.7%-13.2pp | 69.6%-8.0pp |
| Annual return | -4.68% | -1.55%-3.1pp | 3.46%-8.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,511 | $2,030+23.7% | $2,723-7.8% | $2,381+5.5% |
| Participant deferral / active EE | $3,370 | $2,547+32.3% | $3,402-1.0% | $3,470-2.9% |
| Admin fee / account holder | $910 | $3,008-69.7% | $3,592-74.7% | $4,887-81.4% |