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 | $46,308 | $62,586-26.0% | $76,766-39.7% | $64,181-27.8% |
| Participation rate | 69.4% | 72.8%-3.4pp | 77.0%-7.5pp | 69.6%-0.1pp |
| Annual return | -7.29% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,034 | $1,832-43.6% | $2,485-58.4% | $2,381-56.6% |
| Participant deferral / active EE | $3,604 | $3,145+14.6% | $3,851-6.4% | $3,470+3.9% |
| Admin fee / account holder | $945 | $4,667-79.8% | $6,675-85.8% | $4,887-80.7% |