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 | $41,836 | $48,267-13.3% | $68,808-39.2% | $68,486-38.9% |
| Participation rate | 65.0% | 60.7%+4.3pp | 69.0%-4.0pp | 67.9%-2.9pp |
| Annual return | -16.96% | -12.70%-4.3pp | -6.37%-10.6pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,741 | $1,829+49.8% | $2,656+3.2% | $2,597+5.5% |
| Participant deferral / active EE | $1,775 | $2,867-38.1% | $3,942-55.0% | $4,028-55.9% |
| Admin fee / account holder | $9,509 | $4,362+118.0% | $4,936+92.7% | $5,404+76.0% |