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 | $57,059 | $62,583-8.8% | $76,767-25.7% | $64,173-11.1% |
| Participation rate | 53.4% | 72.8%-19.4pp | 77.0%-23.5pp | 69.6%-16.1pp |
| Annual return | -6.97% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,511 | $1,832-17.5% | $2,485-39.2% | $2,381-36.5% |
| Participant deferral / active EE | $2,984 | $3,145-5.1% | $3,852-22.5% | $3,470-14.0% |
| Admin fee / account holder | $2,074 | $4,667-55.6% | $6,675-68.9% | $4,887-57.6% |