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 | $63,537 | $71,872-11.6% | $86,691-26.7% | $68,495-7.2% |
| Participation rate | 64.3% | 72.2%-8.0pp | 76.6%-12.3pp | 67.9%-3.6pp |
| Annual return | -14.92% | 3.53%-18.4pp | 35.94%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,147 | $2,173-1.2% | $2,837-24.3% | $2,596-17.3% |
| Participant deferral / active EE | $5,382 | $3,779+42.4% | $4,656+15.6% | $4,028+33.6% |
| Admin fee / account holder | $400 | $6,112-93.4% | $7,492-94.7% | $5,403-92.6% |