Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $68,978 | $56,339+22.4% | $104,301-33.9% | $68,486+0.7% |
| Participation rate | 48.9% | 63.3%-14.3pp | 73.3%-24.3pp | 67.9%-19.0pp |
| Annual return | -16.13% | -9.19%-6.9pp | 24.61%-40.7pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,978 | $1,960+0.9% | $3,373-41.4% | $2,597-23.8% |
| Participant deferral / active EE | $3,455 | $3,077+12.3% | $4,626-25.3% | $4,028-14.2% |
| Admin fee / account holder | $690 | $4,902-85.9% | $7,340-90.6% | $5,404-87.2% |