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 | $63,236 | $67,411-6.2% | $91,004-30.5% | $70,126-9.8% |
| Participation rate | 58.6% | 71.4%-12.7pp | 75.6%-17.0pp | 69.5%-10.9pp |
| Annual return | 29.10% | -40.16%+69.3pp | 4.60%+24.5pp | 73.15%-44.0pp |
| Employer contribution / active EE | $1,468 | $1,786-17.8% | $2,456-40.2% | $2,343-37.3% |
| Participant deferral / active EE | $3,082 | $2,823+9.2% | $3,548-13.1% | $3,332-7.5% |
| Admin fee / account holder | $428 | $4,236-89.9% | $5,417-92.1% | $4,645-90.8% |