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 | $27,391 | $46,689-41.3% | $117,498-76.7% | $68,495-60.0% |
| Participation rate | 63.0% | 56.8%+6.2pp | 70.6%-7.6pp | 67.9%-4.9pp |
| Annual return | -14.42% | -14.52%+0.1pp | 29.75%-44.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,256 | $1,505-16.6% | $4,178-69.9% | $2,596-51.6% |
| Participant deferral / active EE | $2,915 | $2,637+10.5% | $4,071-28.4% | $4,028-27.6% |
| Admin fee / account holder | $1,811 | $4,021-55.0% | $5,646-67.9% | $5,403-66.5% |