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 | $67,237 | $54,239+24.0% | $70,098-4.1% | $68,495-1.8% |
| Participation rate | 57.1% | 64.5%-7.4pp | 70.5%-13.3pp | 67.9%-10.7pp |
| Annual return | -11.74% | -13.87%+2.1pp | 190.76%-202.5pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,514 | $2,019+24.5% | $2,560-1.8% | $2,596-3.2% |
| Participant deferral / active EE | $1,924 | $2,957-34.9% | $3,849-50.0% | $4,028-52.2% |
| Admin fee / account holder | $2,914 | $4,691-37.9% | $6,266-53.5% | $5,403-46.1% |