Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,098 | $64,729-69.0% | $112,263-82.1% | $68,490-70.7% |
| Participation rate | 63.9% | 67.2%-3.2pp | 75.1%-11.1pp | 67.9%-4.0pp |
| Annual return | -16.35% | -11.40%-5.0pp | 27.49%-43.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,990 | $2,746-27.5% | $3,636-45.3% | $2,597-23.4% |
| Participant deferral / active EE | $3,275 | $3,566-8.1% | $4,729-30.8% | $4,028-18.7% |
| Admin fee / account holder | $2,151 | $5,222-58.8% | $6,410-66.4% | $5,403-60.2% |