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 | $24,542 | $44,850-45.3% | $60,547-59.5% | $59,633-58.8% |
| Participation rate | 58.2% | 59.5%-1.3pp | 68.0%-9.8pp | 68.7%-10.5pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,372 | $1,462-6.1% | $2,419-43.3% | $2,203-37.7% |
| Participant deferral / active EE | $2,384 | $2,230+6.9% | $3,328-28.4% | $3,192-25.3% |
| Admin fee / account holder | $1,451 | $3,635-60.1% | $4,536-68.0% | $4,297-66.2% |