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 | $29,864 | $73,848-59.6% | $143,799-79.2% | $68,486-56.4% |
| Participation rate | 64.7% | 66.7%-2.0pp | 80.3%-15.6pp | 67.9%-3.2pp |
| Annual return | -19.27% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,227 | $3,184-61.5% | $4,952-75.2% | $2,597-52.7% |
| Participant deferral / active EE | $4,910 | $3,385+45.1% | $5,638-12.9% | $4,028+21.9% |
| Admin fee / account holder | $3,185 | $5,755-44.7% | $14,677-78.3% | $5,404-41.1% |