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 | $68,800 | $53,596+28.4% | $90,657-24.1% | $64,173+7.2% |
| Participation rate | 58.9% | 64.5%-5.6pp | 74.0%-15.1pp | 69.6%-10.6pp |
| Annual return | -4.56% | 4.41%-9.0pp | 1.89%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $604 | $1,503-59.8% | $2,532-76.1% | $2,381-74.6% |
| Participant deferral / active EE | $2,860 | $2,459+16.3% | $3,424-16.5% | $3,470-17.6% |
| Admin fee / account holder | $12,848 | $3,868+232.2% | $4,994+157.2% | $4,887+162.9% |