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 | $37,505 | $53,596-30.0% | $90,655-58.6% | $64,181-41.6% |
| Participation rate | 67.6% | 64.5%+3.1pp | 74.0%-6.5pp | 69.6%-2.0pp |
| Annual return | -7.11% | 4.41%-11.5pp | 1.89%-9.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,802 | $1,503+19.9% | $2,532-28.8% | $2,381-24.3% |
| Participant deferral / active EE | $2,531 | $2,459+3.0% | $3,425-26.1% | $3,470-27.0% |
| Admin fee / account holder | $7,705 | $3,868+99.2% | $4,994+54.3% | $4,887+57.7% |