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 | $30,501 | $71,873-57.6% | $86,698-64.8% | $68,490-55.5% |
| Participation rate | 68.5% | 72.2%-3.8pp | 76.6%-8.1pp | 67.9%+0.6pp |
| Annual return | -14.98% | 3.54%-18.5pp | 35.96%-50.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,304 | $2,173-40.0% | $2,837-54.0% | $2,597-49.8% |
| Participant deferral / active EE | $3,089 | $3,779-18.3% | $4,656-33.7% | $4,028-23.3% |
| Admin fee / account holder | $1,672 | $6,110-72.6% | $7,492-77.7% | $5,403-69.1% |