Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $36,600 | $71,878-49.1% | $86,698-57.8% | $68,486-46.6% |
| Participation rate | 63.4% | 72.2%-8.8pp | 76.6%-13.2pp | 67.9%-4.5pp |
| Annual return | -5.94% | 3.53%-9.5pp | 35.95%-41.9pp | -7.85%+1.9pp |
| Employer contribution / active EE | $843 | $2,173-61.2% | $2,837-70.3% | $2,597-67.5% |
| Participant deferral / active EE | $2,797 | $3,779-26.0% | $4,656-39.9% | $4,028-30.6% |
| Admin fee / account holder | $2,037 | $6,113-66.7% | $7,493-72.8% | $5,404-62.3% |