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 | $63,522 | $71,873-11.6% | $86,698-26.7% | $68,490-7.3% |
| Participation rate | 55.4% | 72.2%-16.9pp | 76.6%-21.2pp | 67.9%-12.5pp |
| Annual return | -16.67% | 3.54%-20.2pp | 35.96%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,588 | $2,173-26.9% | $2,837-44.0% | $2,597-38.8% |
| Participant deferral / active EE | $7,378 | $3,779+95.2% | $4,656+58.5% | $4,028+83.2% |
| Admin fee / account holder | $2,002 | $6,110-67.2% | $7,492-73.3% | $5,403-62.9% |