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 | $21,403 | $45,872-53.3% | $77,100-72.2% | $68,490-68.8% |
| Participation rate | 37.0% | 55.9%-18.9pp | 67.9%-30.9pp | 67.9%-30.9pp |
| Annual return | 0.43% | 1.73%-1.3pp | 42.35%-41.9pp | -7.85%+8.3pp |
| Employer contribution / active EE | $1,140 | $1,650-30.9% | $2,815-59.5% | $2,597-56.1% |
| Participant deferral / active EE | $2,549 | $2,963-14.0% | $4,430-42.5% | $4,028-36.7% |
| Admin fee / account holder | $1,435 | $3,041-52.8% | $5,443-73.6% | $5,403-73.4% |