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 | $37,238 | $77,816-52.1% | $123,552-69.9% | $64,173-42.0% |
| Participation rate | 56.5% | 74.7%-18.3pp | 82.3%-25.8pp | 69.6%-13.1pp |
| Annual return | -6.62% | 12.49%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,971 | $3,014-34.6% | $4,628-57.4% | $2,381-17.2% |
| Participant deferral / active EE | $4,104 | $5,240-21.7% | $6,426-36.1% | $3,470+18.3% |
| Admin fee / account holder | $6,593 | $5,519+19.5% | $9,285-29.0% | $4,887+34.9% |