Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,352 | $71,873+7.6% | $86,698-10.8% | $68,490+12.9% |
| Participation rate | 61.8% | 72.2%-10.4pp | 76.6%-14.8pp | 67.9%-6.1pp |
| Annual return | -11.57% | 3.54%-15.1pp | 35.96%-47.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $587 | $2,173-73.0% | $2,837-79.3% | $2,597-77.4% |
| Participant deferral / active EE | $3,145 | $3,779-16.8% | $4,656-32.4% | $4,028-21.9% |
| Admin fee / account holder | $13,549 | $6,110+121.7% | $7,492+80.8% | $5,403+150.8% |