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 | $45,460 | $72,177-37.0% | $115,038-60.5% | $59,633-23.8% |
| Participation rate | 60.6% | 72.6%-11.9pp | 81.4%-20.8pp | 68.7%-8.1pp |
| Annual return | -2.21% | 12.02%-14.2pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,292 | $2,841-54.5% | $4,608-72.0% | $2,203-41.4% |
| Participant deferral / active EE | $5,756 | $4,783+20.3% | $6,026-4.5% | $3,192+80.3% |
| Admin fee / account holder | $8,686 | $4,927+76.3% | $8,175+6.2% | $4,297+102.1% |