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 | $43,232 | $45,872-5.8% | $77,096-43.9% | $68,486-36.9% |
| Participation rate | 62.7% | 55.9%+6.8pp | 67.9%-5.2pp | 67.9%-5.2pp |
| Annual return | -18.00% | 1.73%-19.7pp | 42.35%-60.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,014 | $1,650+22.1% | $2,814-28.4% | $2,597-22.4% |
| Participant deferral / active EE | $4,858 | $2,963+64.0% | $4,429+9.7% | $4,028+20.6% |
| Admin fee / account holder | $1,413 | $3,041-53.5% | $5,428-74.0% | $5,404-73.9% |