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 | $66,746 | $42,383+57.5% | $76,518-12.8% | $64,173+4.0% |
| Participation rate | 40.0% | 58.1%-18.1pp | 68.0%-28.0pp | 69.6%-29.6pp |
| Annual return | -5.05% | -16.54%+11.5pp | -0.27%-4.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,153 | $1,563-26.2% | $2,647-56.4% | $2,381-51.6% |
| Participant deferral / active EE | $2,696 | $2,566+5.0% | $3,836-29.7% | $3,470-22.3% |
| Admin fee / account holder | $5,453 | $3,198+70.5% | $4,849+12.5% | $4,887+11.6% |