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 | $27,993 | $64,716-56.7% | $112,258-75.1% | $68,495-59.1% |
| Participation rate | 65.2% | 67.2%-2.0pp | 75.1%-9.9pp | 67.9%-2.7pp |
| Annual return | -13.28% | -11.40%-1.9pp | 27.47%-40.8pp | -7.84%-5.4pp |
| Employer contribution / active EE | $768 | $2,746-72.0% | $3,636-78.9% | $2,596-70.4% |
| Participant deferral / active EE | $1,781 | $3,565-50.0% | $4,728-62.3% | $4,028-55.8% |
| Admin fee / account holder | $4,218 | $5,232-19.4% | $6,411-34.2% | $5,403-21.9% |