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 | $60,090 | $50,947+17.9% | $74,551-19.4% | $64,173-6.4% |
| Participation rate | 26.3% | 61.1%-34.7pp | 69.1%-42.8pp | 69.6%-43.3pp |
| Annual return | -5.00% | -1.85%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,638 | $2,302-28.8% | $3,108-47.3% | $3,470-52.8% |
| Admin fee / account holder | $13,771 | $4,221+226.2% | $5,059+172.2% | $4,887+181.8% |