Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,069 | $43,730+16.8% | $121,220-57.9% | $64,173-20.4% |
| Participation rate | 59.0% | 58.3%+0.6pp | 71.8%-12.8pp | 69.6%-10.6pp |
| Annual return | -5.71% | 68.94%-74.7pp | 16.94%-22.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,183 | $1,297-8.8% | $4,023-70.6% | $2,381-50.3% |
| Participant deferral / active EE | $2,702 | $2,281+18.5% | $3,345-19.2% | $3,470-22.1% |
| Admin fee / account holder | $514 | $3,502-85.3% | $5,021-89.8% | $4,887-89.5% |