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 | $23,179 | $45,566-49.1% | $64,105-63.8% | $59,633-61.1% |
| Participation rate | 65.9% | 60.2%+5.7pp | 68.2%-2.3pp | 68.7%-2.8pp |
| Annual return | -0.11% | 4.95%-5.1pp | 791.24%-791.3pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,071 | $934+14.6% | $1,820-41.2% | $2,203-51.4% |
| Participant deferral / active EE | $1,302 | $2,057-36.7% | $2,822-53.9% | $3,192-59.2% |
| Admin fee / account holder | $2,312 | $3,268-29.2% | $4,499-48.6% | $4,297-46.2% |