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 | $50,125 | $64,719-22.6% | $112,249-55.3% | $68,486-26.8% |
| Participation rate | 44.0% | 67.2%-23.2pp | 75.1%-31.1pp | 67.9%-23.9pp |
| Annual return | -16.91% | -11.40%-5.5pp | 27.48%-44.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,473 | $2,747-46.4% | $3,636-59.5% | $2,597-43.3% |
| Participant deferral / active EE | $2,694 | $3,565-24.4% | $4,729-43.0% | $4,028-33.1% |
| Admin fee / account holder | $6,370 | $5,232+21.7% | $6,412-0.7% | $5,404+17.9% |