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 | $65,642 | $56,339+16.5% | $104,301-37.1% | $68,486-4.2% |
| Participation rate | 54.5% | 63.3%-8.7pp | 73.3%-18.7pp | 67.9%-13.3pp |
| Annual return | -8.07% | -9.19%+1.1pp | 24.61%-32.7pp | -7.85%-0.2pp |
| Employer contribution / active EE | $1,522 | $1,960-22.4% | $3,373-54.9% | $2,597-41.4% |
| Participant deferral / active EE | $2,811 | $3,077-8.7% | $4,626-39.2% | $4,028-30.2% |
| Admin fee / account holder | $4,246 | $4,902-13.4% | $7,340-42.2% | $5,404-21.4% |