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 | $44,927 | $46,689-3.8% | $117,498-61.8% | $68,495-34.4% |
| Participation rate | 55.6% | 56.8%-1.2pp | 70.6%-15.0pp | 67.9%-12.3pp |
| Annual return | -13.10% | -14.52%+1.4pp | 29.75%-42.9pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,166 | $1,505-22.5% | $4,178-72.1% | $2,596-55.1% |
| Participant deferral / active EE | $3,113 | $2,637+18.0% | $4,071-23.5% | $4,028-22.7% |
| Admin fee / account holder | $7,131 | $4,021+77.3% | $5,646+26.3% | $5,403+32.0% |