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 | $45,465 | $71,873-36.7% | $86,698-47.6% | $68,490-33.6% |
| Participation rate | 41.7% | 72.2%-30.6pp | 76.6%-34.9pp | 67.9%-26.2pp |
| Annual return | -10.36% | 3.54%-13.9pp | 35.96%-46.3pp | -7.85%-2.5pp |
| Employer contribution / active EE | $1,690 | $2,173-22.2% | $2,837-40.4% | $2,597-34.9% |
| Participant deferral / active EE | $3,802 | $3,779+0.6% | $4,656-18.4% | $4,028-5.6% |
| Admin fee / account holder | $763 | $6,110-87.5% | $7,492-89.8% | $5,403-85.9% |