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 | $36,797 | $62,583-41.2% | $76,767-52.1% | $64,173-42.7% |
| Participation rate | 40.5% | 72.8%-32.3pp | 77.0%-36.4pp | 69.6%-29.0pp |
| Annual return | -5.62% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,319 | $1,832-28.0% | $2,485-46.9% | $2,381-44.6% |
| Participant deferral / active EE | $1,789 | $3,145-43.1% | $3,852-53.6% | $3,470-48.4% |
| Admin fee / account holder | $7,664 | $4,667+64.2% | $6,675+14.8% | $4,887+56.8% |