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 | $67,845 | $59,813+13.4% | $79,580-14.7% | $68,486-0.9% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.5%-15.6pp | 67.9%-14.0pp |
| Annual return | -18.74% | -12.30%-6.4pp | 0.15%-18.9pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,887 | $1,505+25.4% | $2,413-21.8% | $2,597-27.3% |
| Participant deferral / active EE | $2,265 | $3,024-25.1% | $3,985-43.2% | $4,028-43.8% |
| Admin fee / account holder | $2,909 | $4,835-39.8% | $6,835-57.4% | $5,404-46.2% |