Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,063 | $57,350-58.0% | $83,850-71.3% | $64,181-62.5% |
| Participation rate | 67.1% | 68.6%-1.5pp | 76.1%-9.0pp | 69.6%-2.4pp |
| Annual return | -5.37% | 11.38%-16.7pp | 850.92%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $552 | $2,545-78.3% | $3,631-84.8% | $2,381-76.8% |
| Participant deferral / active EE | $2,536 | $2,993-15.3% | $4,082-37.9% | $3,470-26.9% |
| Admin fee / account holder | $590 | $4,046-85.4% | $5,478-89.2% | $4,887-87.9% |