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 | $66,058 | $42,910+53.9% | $60,919+8.4% | $68,490-3.6% |
| Participation rate | 56.0% | 66.8%-10.8pp | 73.1%-17.1pp | 67.9%-11.9pp |
| Annual return | -16.32% | -13.99%-2.3pp | 16.96%-33.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,032 | $1,978-47.8% | $2,704-61.8% | $2,597-60.2% |
| Participant deferral / active EE | $2,528 | $2,866-11.8% | $3,814-33.7% | $4,028-37.2% |
| Admin fee / account holder | $4,385 | $3,104+41.3% | $3,228+35.9% | $5,403-18.8% |