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 | $19,638 | $56,484-65.2% | $169,452-88.4% | $64,173-69.4% |
| Participation rate | 53.1% | 64.5%-11.5pp | 77.8%-24.7pp | 69.6%-16.5pp |
| Annual return | -7.78% | -1.55%-6.2pp | 1.83%-9.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $477 | $1,832-74.0% | $4,157-88.5% | $2,381-80.0% |
| Participant deferral / active EE | $3,573 | $3,448+3.6% | $5,277-32.3% | $3,470+3.0% |
| Admin fee / account holder | $482 | $4,174-88.5% | $9,110-94.7% | $4,887-90.1% |