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 | $54,676 | $71,873-23.9% | $86,698-36.9% | $68,490-20.2% |
| Participation rate | 67.5% | 72.2%-4.8pp | 76.6%-9.1pp | 67.9%-0.4pp |
| Annual return | -16.30% | 3.54%-19.8pp | 35.96%-52.3pp | -7.85%-8.4pp |
| Employer contribution / active EE | $801 | $2,173-63.1% | $2,837-71.8% | $2,597-69.1% |
| Participant deferral / active EE | $4,970 | $3,779+31.5% | $4,656+6.7% | $4,028+23.4% |
| Admin fee / account holder | $3,337 | $6,110-45.4% | $7,492-55.5% | $5,403-38.2% |