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 | $51,348 | $73,863-30.5% | $143,797-64.3% | $68,490-25.0% |
| Participation rate | 62.9% | 66.7%-3.7pp | 80.3%-17.4pp | 67.9%-5.0pp |
| Annual return | -17.15% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,432 | $3,185-23.6% | $4,952-50.9% | $2,597-6.4% |
| Participant deferral / active EE | $4,144 | $3,385+22.4% | $5,638-26.5% | $4,028+2.9% |
| Admin fee / account holder | $3,147 | $5,756-45.3% | $14,679-78.6% | $5,403-41.8% |