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 | $47,041 | $73,863-36.3% | $143,797-67.3% | $68,490-31.3% |
| Participation rate | 66.0% | 66.7%-0.7pp | 80.3%-14.3pp | 67.9%-1.9pp |
| Annual return | -11.74% | 0.91%-12.7pp | -0.04%-11.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $1,383 | $3,185-56.6% | $4,952-72.1% | $2,597-46.7% |
| Participant deferral / active EE | $2,724 | $3,385-19.5% | $5,638-51.7% | $4,028-32.4% |
| Admin fee / account holder | $3,498 | $5,756-39.2% | $14,679-76.2% | $5,403-35.3% |