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 | $36,207 | $43,730-17.2% | $121,220-70.1% | $64,173-43.6% |
| Participation rate | 48.1% | 58.3%-10.2pp | 71.8%-23.7pp | 69.6%-21.5pp |
| Annual return | -7.58% | 68.94%-76.5pp | 16.94%-24.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,373 | $1,297+5.9% | $4,023-65.9% | $2,381-42.3% |
| Participant deferral / active EE | $3,503 | $2,281+53.6% | $3,345+4.7% | $3,470+1.0% |
| Admin fee / account holder | $4,775 | $3,502+36.3% | $5,021-4.9% | $4,887-2.3% |