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 | $44,862 | $71,878-37.6% | $86,698-48.3% | $68,486-34.5% |
| Participation rate | 44.0% | 72.2%-28.2pp | 76.6%-32.6pp | 67.9%-23.9pp |
| Annual return | -16.93% | 3.53%-20.5pp | 35.95%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,406 | $2,173-35.3% | $2,837-50.5% | $2,597-45.9% |
| Participant deferral / active EE | $4,546 | $3,779+20.3% | $4,656-2.4% | $4,028+12.9% |
| Admin fee / account holder | $3,706 | $6,113-39.4% | $7,493-50.5% | $5,404-31.4% |