Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,153 | $45,872+0.6% | $77,100-40.1% | $68,490-32.6% |
| Participation rate | 39.7% | 55.9%-16.2pp | 67.9%-28.2pp | 67.9%-28.2pp |
| Annual return | -17.19% | 1.73%-18.9pp | 42.35%-59.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,864 | $1,650+13.0% | $2,815-33.8% | $2,597-28.2% |
| Participant deferral / active EE | $5,227 | $2,963+76.4% | $4,430+18.0% | $4,028+29.8% |
| Admin fee / account holder | $3,798 | $3,041+24.9% | $5,443-30.2% | $5,403-29.7% |