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 | $31,428 | $65,704-52.2% | $94,229-66.6% | $59,633-47.3% |
| Participation rate | 64.1% | 72.1%-8.0pp | 78.8%-14.7pp | 68.7%-4.6pp |
| Annual return | -1.37% | 5.22%-6.6pp | 10.68%-12.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $472 | $2,021-76.6% | $3,587-86.8% | $2,203-78.6% |
| Participant deferral / active EE | $2,450 | $3,143-22.1% | $4,320-43.3% | $3,192-23.2% |
| Admin fee / account holder | $657 | $4,265-84.6% | $6,269-89.5% | $4,297-84.7% |