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 | $42,154 | $52,678-20.0% | $75,784-44.4% | $59,633-29.3% |
| Participation rate | 39.5% | 67.2%-27.8pp | 75.8%-36.3pp | 68.7%-29.2pp |
| Annual return | -1.90% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $388 | $2,193-82.3% | $3,323-88.3% | $2,203-82.4% |
| Participant deferral / active EE | $1,819 | $2,591-29.8% | $3,652-50.2% | $3,192-43.0% |
| Admin fee / account holder | $1,062 | $3,610-70.6% | $5,300-80.0% | $4,297-75.3% |