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 | $31,906 | $82,674-61.4% | $125,381-74.6% | $68,486-53.4% |
| Participation rate | 67.5% | 75.1%-7.6pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -17.32% | -5.97%-11.4pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,357 | $3,382-30.3% | $4,815-51.1% | $2,597-9.2% |
| Participant deferral / active EE | $4,013 | $6,111-34.3% | $7,448-46.1% | $4,028-0.3% |
| Admin fee / account holder | $1,755 | $6,277-72.0% | $10,007-82.5% | $5,404-67.5% |