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 | $25,702 | $57,352-55.2% | $83,831-69.3% | $64,173-59.9% |
| Participation rate | 44.0% | 68.6%-24.6pp | 76.1%-32.1pp | 69.6%-25.6pp |
| Annual return | -6.86% | 11.38%-18.2pp | 850.99%-857.9pp | 7.63%-14.5pp |
| Employer contribution / active EE | $666 | $2,546-73.8% | $3,631-81.7% | $2,381-72.0% |
| Participant deferral / active EE | $1,912 | $2,993-36.1% | $4,082-53.2% | $3,470-44.9% |
| Admin fee / account holder | $572 | $4,046-85.9% | $5,479-89.6% | $4,887-88.3% |