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 | $83,805 | $81,870+2.4% | $119,622-29.9% | $68,486+22.4% |
| Participation rate | 42.1% | 71.9%-29.8pp | 79.3%-37.2pp | 67.9%-25.8pp |
| Annual return | -16.13% | -23.82%+7.7pp | -14.98%-1.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $922 | $2,692-65.7% | $4,232-78.2% | $2,597-64.5% |
| Participant deferral / active EE | $2,045 | $4,148-50.7% | $5,601-63.5% | $4,028-49.2% |
| Admin fee / account holder | $2,105 | $6,583-68.0% | $10,328-79.6% | $5,404-61.0% |