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 | $82,445 | $42,910+92.1% | $60,919+35.3% | $68,490+20.4% |
| Participation rate | 31.8% | 66.8%-35.0pp | 73.1%-41.3pp | 67.9%-36.1pp |
| Annual return | -17.34% | -13.99%-3.4pp | 16.96%-34.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,734 | $2,866-39.5% | $3,814-54.5% | $4,028-56.9% |
| Admin fee / account holder | $1,063 | $3,104-65.8% | $3,228-67.1% | $5,403-80.3% |