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 | $43,214 | $106,115-59.3% | $85,969-49.7% | $125,389-65.5% |
| Participation rate | 55.0% | 84.1%-29.1pp | 76.5%-21.5pp | 83.2%-28.2pp |
| Annual return | -1.46% | 13.93%-15.4pp | 9.32%-10.8pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,303 | $4,537-71.3% | $3,474-62.5% | $4,866-73.2% |
| Participant deferral / active EE | $5,423 | $4,859+11.6% | $3,829+41.6% | $5,352+1.3% |
| Admin fee / account holder | $6,488 | $8,144-20.3% | $6,053+7.2% | $9,541-32.0% |