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 | $51,114 | $64,716-21.0% | $112,258-54.5% | $68,495-25.4% |
| Participation rate | 69.4% | 67.2%+2.2pp | 75.1%-5.7pp | 67.9%+1.5pp |
| Annual return | -12.22% | -11.40%-0.8pp | 27.47%-39.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $3,050 | $2,746+11.1% | $3,636-16.1% | $2,596+17.5% |
| Participant deferral / active EE | $5,589 | $3,565+56.8% | $4,728+18.2% | $4,028+38.8% |
| Admin fee / account holder | $1,794 | $5,232-65.7% | $6,411-72.0% | $5,403-66.8% |