Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,804 | $48,267-56.9% | $68,794-69.8% | $68,495-69.6% |
| Participation rate | 60.0% | 60.7%-0.7pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | -4.29% | -12.70%+8.4pp | -6.37%+2.1pp | -7.84%+3.6pp |
| Employer contribution / active EE | $1,655 | $1,829-9.5% | $2,656-37.7% | $2,596-36.3% |
| Participant deferral / active EE | $2,704 | $2,867-5.7% | $3,941-31.4% | $4,028-32.9% |
| Admin fee / account holder | $1,641 | $4,362-62.4% | $4,934-66.7% | $5,403-69.6% |