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 | $43,503 | $43,333+0.4% | $59,883-27.4% | $64,181-32.2% |
| Participation rate | 69.1% | 69.2%0pp | 74.7%-5.6pp | 69.6%-0.4pp |
| Annual return | -4.08% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,920 | $2,029-5.4% | $2,722-29.5% | $2,381-19.3% |
| Participant deferral / active EE | $2,059 | $2,547-19.1% | $3,402-39.5% | $3,470-40.6% |
| Admin fee / account holder | $4,607 | $3,006+53.3% | $3,591+28.3% | $4,887-5.7% |