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 | $56,273 | $53,546+5.1% | $69,884-19.5% | $68,486-17.8% |
| Participation rate | 56.3% | 64.5%-8.3pp | 70.5%-14.2pp | 67.9%-11.6pp |
| Annual return | -15.89% | -13.87%-2.0pp | 190.81%-206.7pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,354 | $2,019-32.9% | $2,560-47.1% | $2,597-47.9% |
| Participant deferral / active EE | $2,589 | $2,957-12.4% | $3,848-32.7% | $4,028-35.7% |
| Admin fee / account holder | $6,975 | $4,693+48.6% | $6,266+11.3% | $5,404+29.1% |