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 | $66,506 | $64,719+2.8% | $112,249-40.8% | $68,486-2.9% |
| Participation rate | 22.5% | 67.2%-44.7pp | 75.1%-52.6pp | 67.9%-45.4pp |
| Annual return | -17.91% | -11.40%-6.5pp | 27.48%-45.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $964 | $2,747-64.9% | $3,636-73.5% | $2,597-62.9% |
| Participant deferral / active EE | $1,812 | $3,565-49.2% | $4,729-61.7% | $4,028-55.0% |
| Admin fee / account holder | $3,633 | $5,232-30.6% | $6,412-43.3% | $5,404-32.8% |