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 | $63,736 | $62,583+1.8% | $76,767-17.0% | $64,173-0.7% |
| Participation rate | 44.6% | 72.8%-28.2pp | 77.0%-32.3pp | 69.6%-25.0pp |
| Annual return | -6.87% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $420 | $1,832-77.1% | $2,485-83.1% | $2,381-82.3% |
| Participant deferral / active EE | $3,256 | $3,145+3.5% | $3,852-15.5% | $3,470-6.1% |
| Admin fee / account holder | $2,885 | $4,667-38.2% | $6,675-56.8% | $4,887-41.0% |