Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,071 | $69,518-56.7% | $59,887-49.8% | $135,379-77.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -5.47% | 7.95%-13.4pp | 3.46%-8.9pp | 519.79%-525.3pp |
| Employer contribution / active EE | $1,105 | $3,235-65.8% | $2,722-59.4% | $4,779-76.9% |
| Participant deferral / active EE | $2,011 | $4,204-52.2% | $3,402-40.9% | $5,609-64.1% |
| Admin fee / account holder | $2,790 | $5,734-51.4% | $3,591-22.3% | $10,828-74.2% |