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 | $28,239 | $42,910-34.2% | $60,919-53.6% | $68,490-58.8% |
| Participation rate | 62.7% | 66.8%-4.0pp | 73.1%-10.4pp | 67.9%-5.2pp |
| Annual return | -8.32% | -13.99%+5.7pp | 16.96%-25.3pp | -7.85%-0.5pp |
| Employer contribution / active EE | $1,367 | $1,978-30.9% | $2,704-49.4% | $2,597-47.4% |
| Participant deferral / active EE | $1,762 | $2,866-38.5% | $3,814-53.8% | $4,028-56.3% |
| Admin fee / account holder | $717 | $3,104-76.9% | $3,228-77.8% | $5,403-86.7% |