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 | $68,111 | $81,870-16.8% | $119,634-43.1% | $68,490-0.6% |
| Participation rate | 52.0% | 71.9%-19.9pp | 79.3%-27.3pp | 67.9%-15.9pp |
| Annual return | -14.06% | -23.82%+9.8pp | -14.98%+0.9pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,680 | $2,692-37.6% | $4,232-60.3% | $2,597-35.3% |
| Participant deferral / active EE | $5,597 | $4,148+34.9% | $5,601-0.1% | $4,028+39.0% |
| Admin fee / account holder | $2,595 | $6,583-60.6% | $10,329-74.9% | $5,403-52.0% |