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 | $41,756 | $64,719-35.5% | $112,249-62.8% | $68,486-39.0% |
| Participation rate | 34.5% | 67.2%-32.7pp | 75.1%-40.6pp | 67.9%-33.4pp |
| Annual return | -14.63% | -11.40%-3.2pp | 27.48%-42.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,252 | $2,747-54.4% | $3,636-65.6% | $2,597-51.8% |
| Participant deferral / active EE | $2,673 | $3,565-25.0% | $4,729-43.5% | $4,028-33.6% |
| Admin fee / account holder | $6,471 | $5,232+23.7% | $6,412+0.9% | $5,404+19.8% |