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 | $71,737 | $73,863-2.9% | $143,797-50.1% | $68,490+4.7% |
| Participation rate | 44.8% | 66.7%-21.8pp | 80.3%-35.5pp | 67.9%-23.1pp |
| Annual return | -9.73% | 0.91%-10.6pp | -0.04%-9.7pp | -7.85%-1.9pp |
| Employer contribution / active EE | $799 | $3,185-74.9% | $4,952-83.9% | $2,597-69.2% |
| Participant deferral / active EE | $2,503 | $3,385-26.0% | $5,638-55.6% | $4,028-37.8% |
| Admin fee / account holder | $6,900 | $5,756+19.9% | $14,679-53.0% | $5,403+27.7% |