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 | $33,258 | $50,947-34.7% | $74,551-55.4% | $64,173-48.2% |
| Participation rate | 47.4% | 61.1%-13.6pp | 69.1%-21.7pp | 69.6%-22.1pp |
| Annual return | -1.84% | -1.85%0pp | 32.53%-34.4pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,474 | $2,302+7.5% | $3,108-20.4% | $3,470-28.7% |
| Admin fee / account holder | $9,678 | $4,221+129.3% | $5,059+91.3% | $4,887+98.0% |