Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,967 | $25,979+103.9% | $71,778-26.2% | $68,490-22.7% |
| Participation rate | 42.9% | 54.5%-11.6pp | 62.3%-19.5pp | 67.9%-25.0pp |
| Annual return | -17.82% | -15.10%-2.7pp | 9.15%-27.0pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,799 | $900+99.8% | $1,704+5.6% | $2,597-30.7% |
| Participant deferral / active EE | $3,633 | $1,522+138.6% | $2,656+36.8% | $4,028-9.8% |
| Admin fee / account holder | $633 | $2,022-68.7% | $3,974-84.1% | $5,403-88.3% |