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 | $42,976 | $81,870-47.5% | $119,634-64.1% | $68,490-37.3% |
| Participation rate | 52.5% | 71.9%-19.4pp | 79.3%-26.8pp | 67.9%-15.4pp |
| Annual return | -8.45% | -23.82%+15.4pp | -14.98%+6.5pp | -7.85%-0.6pp |
| Employer contribution / active EE | $851 | $2,692-68.4% | $4,232-79.9% | $2,597-67.2% |
| Participant deferral / active EE | $2,134 | $4,148-48.6% | $5,601-61.9% | $4,028-47.0% |
| Admin fee / account holder | $9,159 | $6,583+39.1% | $10,329-11.3% | $5,403+69.5% |