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 | $70,559 | $54,370+29.8% | $82,763-14.7% | $68,490+3.0% |
| Participation rate | 54.2% | 63.9%-9.8pp | 72.6%-18.4pp | 67.9%-13.7pp |
| Annual return | -18.30% | -13.67%-4.6pp | 702.45%-720.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,320 | $2,219+4.6% | $3,008-22.9% | $2,597-10.6% |
| Participant deferral / active EE | $2,653 | $3,247-18.3% | $4,395-39.6% | $4,028-34.1% |
| Admin fee / account holder | $4,558 | $4,398+3.6% | $5,325-14.4% | $5,403-15.6% |