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 | $36,490 | $67,411-45.9% | $91,004-59.9% | $70,126-48.0% |
| Participation rate | 63.3% | 71.4%-8.1pp | 75.6%-12.3pp | 69.5%-6.3pp |
| Annual return | 14.64% | -40.16%+54.8pp | 4.60%+10.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $397 | $1,786-77.8% | $2,456-83.8% | $2,343-83.1% |
| Participant deferral / active EE | $2,385 | $2,823-15.5% | $3,548-32.8% | $3,332-28.4% |
| Admin fee / account holder | $12,076 | $4,236+185.1% | $5,417+122.9% | $4,645+160.0% |