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 | $35,196 | $54,380-35.3% | $68,509-48.6% | $59,633-41.0% |
| Participation rate | 65.4% | 70.2%-4.8pp | 74.7%-9.3pp | 68.7%-3.3pp |
| Annual return | 0.09% | 2.83%-2.7pp | 8.27%-8.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,149 | $2,643-18.7% | $3,382-36.5% | $3,192-32.7% |
| Admin fee / account holder | $1,148 | $3,885-70.4% | $5,275-78.2% | $4,297-73.3% |