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 | $22,884 | $44,850-49.0% | $60,547-62.2% | $59,633-61.6% |
| Participation rate | 62.5% | 59.5%+3.0pp | 68.0%-5.5pp | 68.7%-6.2pp |
| Annual return | -1.83% | 1074.14%-1076.0pp | 335.64%-337.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,369 | $1,462-6.4% | $2,419-43.4% | $2,203-37.9% |
| Participant deferral / active EE | $1,478 | $2,230-33.7% | $3,328-55.6% | $3,192-53.7% |
| Admin fee / account holder | $372 | $3,635-89.8% | $4,536-91.8% | $4,297-91.3% |