Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,553 | $56,339-51.1% | $104,301-73.6% | $68,486-59.8% |
| Participation rate | 60.0% | 63.3%-3.3pp | 73.3%-13.3pp | 67.9%-7.9pp |
| Annual return | -14.43% | -9.19%-5.2pp | 24.61%-39.0pp | -7.85%-6.6pp |
| Employer contribution / active EE | $889 | $1,960-54.7% | $3,373-73.7% | $2,597-65.8% |
| Participant deferral / active EE | $4,324 | $3,077+40.5% | $4,626-6.5% | $4,028+7.4% |
| Admin fee / account holder | $568 | $4,902-88.4% | $7,340-92.3% | $5,404-89.5% |