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 | $33,320 | $87,540-61.9% | $75,781-56.0% | $125,392-73.4% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -2.40% | 13.48%-15.9pp | 9.68%-12.1pp | 282.23%-284.6pp |
| Employer contribution / active EE | $10,829 | $3,930+175.6% | $3,323+225.9% | $4,866+122.5% |
| Participant deferral / active EE | $4,112 | $4,229-2.8% | $3,651+12.6% | $5,351-23.2% |
| Admin fee / account holder | $379 | $6,502-94.2% | $5,299-92.9% | $9,541-96.0% |