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 | $39,205 | $127,387-69.2% | $115,038-65.9% | $125,389-68.7% |
| Participation rate | 54.5% | 84.2%-29.6pp | 81.4%-26.8pp | 83.2%-28.6pp |
| Annual return | -0.74% | 31.28%-32.0pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,890 | $5,166-63.4% | $4,608-59.0% | $4,866-61.2% |
| Participant deferral / active EE | $3,813 | $6,423-40.6% | $6,026-36.7% | $5,352-28.7% |
| Admin fee / account holder | $941 | $9,516-90.1% | $8,175-88.5% | $9,541-90.1% |