Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,284 | $64,719-47.0% | $112,249-69.5% | $68,486-49.9% |
| Participation rate | 61.5% | 67.2%-5.6pp | 75.1%-13.5pp | 67.9%-6.4pp |
| Annual return | -17.73% | -11.40%-6.3pp | 27.48%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,614 | $2,747-4.8% | $3,636-28.1% | $2,597+0.7% |
| Participant deferral / active EE | $5,465 | $3,565+53.3% | $4,729+15.6% | $4,028+35.7% |
| Admin fee / account holder | $736 | $5,232-85.9% | $6,412-88.5% | $5,404-86.4% |