Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,572 | $73,863-18.0% | $143,797-57.9% | $68,490-11.6% |
| Participation rate | 57.6% | 66.7%-9.1pp | 80.3%-22.7pp | 67.9%-10.3pp |
| Annual return | -15.04% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $770 | $3,185-75.8% | $4,952-84.5% | $2,597-70.4% |
| Participant deferral / active EE | $1,323 | $3,385-60.9% | $5,638-76.5% | $4,028-67.2% |
| Admin fee / account holder | $1,348 | $5,756-76.6% | $14,679-90.8% | $5,403-75.0% |