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 | $63,050 | $53,546+17.7% | $69,890-9.8% | $68,490-7.9% |
| Participation rate | 37.8% | 64.5%-26.8pp | 70.5%-32.7pp | 67.9%-30.1pp |
| Annual return | -12.81% | -13.87%+1.1pp | 190.84%-203.6pp | -7.85%-5.0pp |
| Employer contribution / active EE | $771 | $2,019-61.8% | $2,560-69.9% | $2,597-70.3% |
| Participant deferral / active EE | $2,804 | $2,957-5.2% | $3,848-27.1% | $4,028-30.4% |
| Admin fee / account holder | $964 | $4,693-79.5% | $6,267-84.6% | $5,403-82.2% |