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 | $71,526 | $71,878-0.5% | $86,698-17.5% | $68,486+4.4% |
| Participation rate | 63.0% | 72.2%-9.2pp | 76.6%-13.6pp | 67.9%-4.9pp |
| Annual return | -17.84% | 3.53%-21.4pp | 35.95%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,822 | $3,779-25.3% | $4,656-39.4% | $4,028-29.9% |
| Admin fee / account holder | $3,955 | $6,113-35.3% | $7,493-47.2% | $5,404-26.8% |