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 | $44,533 | $72,404-38.5% | $110,243-59.6% | $64,173-30.6% |
| Participation rate | 54.3% | 73.3%-19.0pp | 79.8%-25.5pp | 69.6%-15.2pp |
| Annual return | -0.53% | -6.29%+5.8pp | 314.76%-315.3pp | 7.63%-8.2pp |
| Employer contribution / active EE | $939 | $2,282-58.8% | $3,827-75.5% | $2,381-60.5% |
| Participant deferral / active EE | $1,580 | $3,469-54.4% | $4,672-66.2% | $3,470-54.5% |
| Admin fee / account holder | $43,466 | $5,664+667.4% | $8,548+408.5% | $4,887+789.3% |