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 | $53,507 | $73,863-27.6% | $143,797-62.8% | $68,490-21.9% |
| Participation rate | 30.6% | 66.7%-36.0pp | 80.3%-49.7pp | 67.9%-37.3pp |
| Annual return | -11.66% | 0.91%-12.6pp | -0.04%-11.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $622 | $3,185-80.5% | $4,952-87.4% | $2,597-76.0% |
| Participant deferral / active EE | $1,050 | $3,385-69.0% | $5,638-81.4% | $4,028-73.9% |
| Admin fee / account holder | $9,424 | $5,756+63.7% | $14,679-35.8% | $5,403+74.4% |