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 | $40,746 | $42,910-5.0% | $60,919-33.1% | $68,490-40.5% |
| Participation rate | 68.6% | 66.8%+1.8pp | 73.1%-4.5pp | 67.9%+0.7pp |
| Annual return | 2.33% | -13.99%+16.3pp | 16.96%-14.6pp | -7.85%+10.2pp |
| Employer contribution / active EE | $488 | $1,978-75.3% | $2,704-82.0% | $2,597-81.2% |
| Participant deferral / active EE | $2,995 | $2,866+4.5% | $3,814-21.5% | $4,028-25.7% |
| Admin fee / account holder | $6,682 | $3,104+115.2% | $3,228+107.0% | $5,403+23.7% |