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 | $38,221 | $75,962-49.7% | $154,111-75.2% | $64,173-40.4% |
| Participation rate | 44.4% | 70.4%-26.0pp | 83.0%-38.6pp | 69.6%-25.1pp |
| Annual return | -7.12% | 30.32%-37.4pp | 735.18%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $432 | $3,350-87.1% | $5,298-91.8% | $2,381-81.9% |
| Participant deferral / active EE | $1,747 | $3,175-45.0% | $5,081-65.6% | $3,470-49.7% |
| Admin fee / account holder | $2,002 | $5,589-64.2% | $13,411-85.1% | $4,887-59.0% |