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 | $46,090 | $72,177-36.1% | $115,038-59.9% | $59,633-22.7% |
| Participation rate | 46.2% | 72.6%-26.4pp | 81.4%-35.2pp | 68.7%-22.5pp |
| Annual return | -0.43% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,373 | $4,783-50.4% | $6,026-60.6% | $3,192-25.7% |
| Admin fee / account holder | $7,841 | $4,927+59.1% | $8,175-4.1% | $4,297+82.5% |