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 | $36,398 | $92,219-60.5% | $76,767-52.6% | $135,380-73.1% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -4.01% | 5.46%-9.5pp | 2.43%-6.4pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,164 | $3,216-63.8% | $2,485-53.2% | $4,779-75.6% |
| Participant deferral / active EE | $2,057 | $4,508-54.4% | $3,852-46.6% | $5,609-63.3% |
| Admin fee / account holder | $580 | $10,749-94.6% | $6,675-91.3% | $10,828-94.6% |