Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $69,631 | $72,404-3.8% | $110,243-36.8% | $64,173+8.5% |
| Participation rate | 64.5% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.1pp |
| Annual return | -6.81% | -6.29%-0.5pp | 314.76%-321.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,672 | $2,282-26.7% | $3,827-56.3% | $2,381-29.8% |
| Participant deferral / active EE | $3,693 | $3,469+6.4% | $4,672-21.0% | $3,470+6.4% |
| Admin fee / account holder | $1,244 | $5,664-78.0% | $8,548-85.4% | $4,887-74.5% |