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 | $64,614 | $71,878-10.1% | $86,698-25.5% | $68,486-5.7% |
| Participation rate | 35.7% | 72.2%-36.5pp | 76.6%-40.9pp | 67.9%-32.2pp |
| Annual return | -17.03% | 3.53%-20.6pp | 35.95%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $860 | $2,173-60.4% | $2,837-69.7% | $2,597-66.9% |
| Participant deferral / active EE | $1,859 | $3,779-50.8% | $4,656-60.1% | $4,028-53.8% |
| Admin fee / account holder | $1,424 | $6,113-76.7% | $7,493-81.0% | $5,404-73.6% |