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 | $28,638 | $64,716-55.7% | $112,258-74.5% | $68,495-58.2% |
| Participation rate | 52.6% | 67.2%-14.5pp | 75.1%-22.4pp | 67.9%-15.3pp |
| Annual return | -17.48% | -11.40%-6.1pp | 27.47%-45.0pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,935 | $2,746+43.3% | $3,636+8.2% | $2,596+51.5% |
| Participant deferral / active EE | $2,718 | $3,565-23.8% | $4,728-42.5% | $4,028-32.5% |
| Admin fee / account holder | $7,243 | $5,232+38.5% | $6,411+13.0% | $5,403+34.1% |