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 | $32,920 | $71,878-54.2% | $86,698-62.0% | $68,486-51.9% |
| Participation rate | 51.4% | 72.2%-20.8pp | 76.6%-25.2pp | 67.9%-16.5pp |
| Annual return | -14.36% | 3.53%-17.9pp | 35.95%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $2,127 | $2,173-2.1% | $2,837-25.0% | $2,597-18.1% |
| Participant deferral / active EE | $5,031 | $3,779+33.1% | $4,656+8.0% | $4,028+24.9% |
| Admin fee / account holder | $1,333 | $6,113-78.2% | $7,493-82.2% | $5,404-75.3% |