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 | $73,732 | $45,872+60.7% | $77,096-4.4% | $68,486+7.7% |
| Participation rate | 65.1% | 55.9%+9.2pp | 67.9%-2.8pp | 67.9%-2.8pp |
| Annual return | -18.17% | 1.73%-19.9pp | 42.35%-60.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,897 | $2,963-2.2% | $4,429-34.6% | $4,028-28.1% |
| Admin fee / account holder | $502 | $3,041-83.5% | $5,428-90.8% | $5,404-90.7% |