Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,012 | $73,863-22.8% | $143,797-60.4% | $68,490-16.8% |
| Participation rate | 69.0% | 66.7%+2.3pp | 80.3%-11.4pp | 67.9%+1.1pp |
| Annual return | -15.19% | 0.91%-16.1pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,608 | $3,185-18.1% | $4,952-47.3% | $2,597+0.4% |
| Participant deferral / active EE | $3,098 | $3,385-8.5% | $5,638-45.0% | $4,028-23.1% |
| Admin fee / account holder | $2,339 | $5,756-59.4% | $14,679-84.1% | $5,403-56.7% |