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 | $37,077 | $48,235-23.1% | $68,803-46.1% | $68,490-45.9% |
| Participation rate | 69.2% | 60.7%+8.6pp | 69.0%+0.2pp | 67.9%+1.3pp |
| Annual return | -12.15% | -12.70%+0.6pp | -6.37%-5.8pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,154 | $1,829-36.9% | $2,656-56.6% | $2,597-55.6% |
| Participant deferral / active EE | $2,439 | $2,867-14.9% | $3,942-38.1% | $4,028-39.4% |
| Admin fee / account holder | $5,311 | $4,361+21.8% | $4,936+7.6% | $5,403-1.7% |