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 | $61,064 | $46,697+30.8% | $117,533-48.0% | $68,486-10.8% |
| Participation rate | 36.7% | 56.8%-20.1pp | 70.6%-33.9pp | 67.9%-31.2pp |
| Annual return | -18.26% | -14.52%-3.7pp | 29.77%-48.0pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,610 | $1,506+7.0% | $4,179-61.5% | $2,597-38.0% |
| Participant deferral / active EE | $2,635 | $2,637-0.1% | $4,072-35.3% | $4,028-34.6% |
| Admin fee / account holder | $4,257 | $4,023+5.8% | $5,647-24.6% | $5,404-21.2% |