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 | $56,437 | $82,674-31.7% | $125,381-55.0% | $68,486-17.6% |
| Participation rate | 47.2% | 75.1%-27.8pp | 82.4%-35.2pp | 67.9%-20.7pp |
| Annual return | -7.61% | -5.97%-1.6pp | 572.31%-579.9pp | -7.85%+0.2pp |
| Employer contribution / active EE | $2,692 | $3,382-20.4% | $4,815-44.1% | $2,597+3.7% |
| Participant deferral / active EE | $6,009 | $6,111-1.7% | $7,448-19.3% | $4,028+49.2% |
| Admin fee / account holder | $9,312 | $6,277+48.4% | $10,007-6.9% | $5,404+72.3% |