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 | $52,396 | $71,872-27.1% | $86,691-39.6% | $68,495-23.5% |
| Participation rate | 56.4% | 72.2%-15.9pp | 76.6%-20.2pp | 67.9%-11.5pp |
| Annual return | -17.49% | 3.53%-21.0pp | 35.94%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $896 | $2,173-58.8% | $2,837-68.4% | $2,596-65.5% |
| Participant deferral / active EE | $2,444 | $3,779-35.3% | $4,656-47.5% | $4,028-39.3% |
| Admin fee / account holder | $1,837 | $6,112-69.9% | $7,492-75.5% | $5,403-66.0% |