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 | $28,168 | $46,697-39.7% | $117,533-76.0% | $68,486-58.9% |
| Participation rate | 51.1% | 56.8%-5.7pp | 70.6%-19.5pp | 67.9%-16.8pp |
| Annual return | -12.33% | -14.52%+2.2pp | 29.77%-42.1pp | -7.85%-4.5pp |
| Employer contribution / active EE | $997 | $1,506-33.8% | $4,179-76.2% | $2,597-61.6% |
| Participant deferral / active EE | $4,599 | $2,637+74.4% | $4,072+12.9% | $4,028+14.2% |
| Admin fee / account holder | $6,589 | $4,023+63.8% | $5,647+16.7% | $5,404+21.9% |