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 | $35,246 | $117,623-70.0% | $71,702-50.8% | $134,509-73.8% |
| Participation rate | 44.4% | 68.9%-24.4pp | 62.3%-17.9pp | 81.2%-36.8pp |
| Annual return | -17.83% | 25.44%-43.3pp | 9.14%-27.0pp | 418.13%-436.0pp |
| Employer contribution / active EE | $836 | $2,525-66.9% | $1,704-50.9% | $4,741-82.4% |
| Participant deferral / active EE | $1,256 | $3,759-66.6% | $2,658-52.7% | $6,400-80.4% |
| Admin fee / account holder | $1,473 | $6,379-76.9% | $3,974-62.9% | $11,427-87.1% |