Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $67,245 | $81,870-17.9% | $119,634-43.8% | $68,490-1.8% |
| Participation rate | 63.3% | 71.9%-8.6pp | 79.3%-15.9pp | 67.9%-4.6pp |
| Annual return | -16.66% | -23.82%+7.2pp | -14.98%-1.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,240 | $4,148+50.4% | $5,601+11.4% | $4,028+54.9% |
| Admin fee / account holder | $7,969 | $6,583+21.1% | $10,329-22.8% | $5,403+47.5% |