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 | $14,947 | $46,697-68.0% | $117,533-87.3% | $68,486-78.2% |
| Participation rate | 64.3% | 56.8%+7.5pp | 70.6%-6.3pp | 67.9%-3.6pp |
| Annual return | -14.02% | -14.52%+0.5pp | 29.77%-43.8pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,764 | $1,506+17.1% | $4,179-57.8% | $2,597-32.1% |
| Participant deferral / active EE | $2,510 | $2,637-4.8% | $4,072-38.4% | $4,028-37.7% |
| Admin fee / account holder | $6,316 | $4,023+57.0% | $5,647+11.8% | $5,404+16.9% |