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 | $56,586 | $49,280+14.8% | $67,313-15.9% | $64,173-11.8% |
| Participation rate | 69.7% | 60.8%+8.9pp | 69.1%+0.6pp | 69.6%+0.1pp |
| Annual return | -0.33% | -1.39%+1.1pp | -4.08%+3.7pp | 7.63%-8.0pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,384 | $2,484-4.0% | $3,568-33.2% | $3,470-31.3% |
| Admin fee / account holder | $21,801 | $3,863+464.4% | $4,507+383.7% | $4,887+346.1% |