Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,327 | $81,870-54.4% | $119,622-68.8% | $68,486-45.5% |
| Participation rate | 59.4% | 71.9%-12.5pp | 79.3%-19.8pp | 67.9%-8.5pp |
| Annual return | -18.13% | -23.82%+5.7pp | -14.98%-3.2pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,026 | $2,692+12.4% | $4,232-28.5% | $2,597+16.5% |
| Participant deferral / active EE | $5,124 | $4,148+23.5% | $5,601-8.5% | $4,028+27.2% |
| Admin fee / account holder | $1,816 | $6,583-72.4% | $10,328-82.4% | $5,404-66.4% |