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 | $68,776 | $73,839-6.9% | $143,788-52.2% | $68,495+0.4% |
| Participation rate | 65.0% | 66.7%-1.7pp | 80.3%-15.3pp | 67.9%-2.9pp |
| Annual return | -16.31% | 1.01%-17.3pp | -0.03%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $633 | $3,184-80.1% | $4,952-87.2% | $2,596-75.6% |
| Participant deferral / active EE | $1,382 | $3,384-59.2% | $5,638-75.5% | $4,028-65.7% |
| Admin fee / account holder | $8,267 | $5,755+43.7% | $14,675-43.7% | $5,403+53.0% |