Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,191 | $64,729-33.3% | $112,263-61.5% | $68,490-36.9% |
| Participation rate | 49.0% | 67.2%-18.2pp | 75.1%-26.1pp | 67.9%-18.9pp |
| Annual return | -17.73% | -11.40%-6.3pp | 27.49%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,561 | $2,746-43.2% | $3,636-57.1% | $2,597-39.9% |
| Participant deferral / active EE | $3,210 | $3,566-10.0% | $4,729-32.1% | $4,028-20.3% |
| Admin fee / account holder | $3,592 | $5,222-31.2% | $6,410-44.0% | $5,403-33.5% |