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 | $43,504 | $62,589-30.5% | $76,768-43.3% | $64,173-32.2% |
| Participation rate | 57.6% | 72.8%-15.2pp | 77.0%-19.4pp | 69.6%-12.0pp |
| Annual return | -5.10% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,549 | $1,832-15.4% | $2,485-37.7% | $2,381-34.9% |
| Participant deferral / active EE | $3,035 | $3,145-3.5% | $3,852-21.2% | $3,470-12.5% |
| Admin fee / account holder | $3,525 | $4,667-24.5% | $6,675-47.2% | $4,887-27.9% |