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 | $80,194 | $42,910+86.9% | $60,919+31.6% | $68,490+17.1% |
| Participation rate | 53.8% | 66.8%-12.9pp | 73.1%-19.3pp | 67.9%-14.1pp |
| Annual return | -13.22% | -13.99%+0.8pp | 16.96%-30.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,032 | $2,866+5.8% | $3,814-20.5% | $4,028-24.7% |
| Admin fee / account holder | $2,882 | $3,104-7.2% | $3,228-10.7% | $5,403-46.7% |