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 | $62,957 | $81,870-23.1% | $119,634-47.4% | $68,490-8.1% |
| Participation rate | 64.7% | 71.9%-7.2pp | 79.3%-14.6pp | 67.9%-3.2pp |
| Annual return | -16.33% | -23.82%+7.5pp | -14.98%-1.4pp | -7.85%-8.5pp |
| Employer contribution / active EE | $2,001 | $2,692-25.7% | $4,232-52.7% | $2,597-22.9% |
| Participant deferral / active EE | $4,003 | $4,148-3.5% | $5,601-28.5% | $4,028-0.6% |
| Admin fee / account holder | $3,521 | $6,583-46.5% | $10,329-65.9% | $5,403-34.8% |