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 | $33,019 | $95,188-65.3% | $76,518-56.8% | $135,379-75.6% |
| Participation rate | 39.1% | 74.4%-35.3pp | 68.0%-28.9pp | 82.6%-43.5pp |
| Annual return | -8.73% | 4.85%-13.6pp | -0.27%-8.5pp | 519.79%-528.5pp |
| Employer contribution / active EE | $1,255 | $3,303-62.0% | $2,647-52.6% | $4,779-73.7% |
| Participant deferral / active EE | $2,806 | $4,640-39.5% | $3,836-26.8% | $5,609-50.0% |
| Admin fee / account holder | $517 | $6,249-91.7% | $4,849-89.3% | $10,828-95.2% |