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 | $49,587 | $77,817-36.3% | $123,553-59.9% | $64,173-22.7% |
| Participation rate | 64.0% | 74.7%-10.7pp | 82.3%-18.3pp | 69.6%-5.6pp |
| Annual return | -5.64% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,321 | $5,240+1.6% | $6,426-17.2% | $3,470+53.4% |
| Admin fee / account holder | $9,387 | $5,519+70.1% | $9,284+1.1% | $4,887+92.1% |