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 | $42,882 | $49,280-13.0% | $67,313-36.3% | $64,173-33.2% |
| Participation rate | 69.2% | 60.8%+8.4pp | 69.1%+0.1pp | 69.6%-0.3pp |
| Annual return | -8.23% | -1.39%-6.8pp | -4.08%-4.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,372 | $1,668+42.2% | $2,566-7.5% | $2,381-0.4% |
| Participant deferral / active EE | $3,787 | $2,484+52.5% | $3,568+6.1% | $3,470+9.2% |
| Admin fee / account holder | $1,196 | $3,863-69.0% | $4,507-73.5% | $4,887-75.5% |