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 | $46,711 | $25,979+79.8% | $71,755-34.9% | $68,486-31.8% |
| Participation rate | 25.5% | 54.5%-29.0pp | 62.3%-36.8pp | 67.9%-42.4pp |
| Annual return | -16.98% | -15.10%-1.9pp | 9.09%-26.1pp | -7.85%-9.1pp |
| Employer contribution / active EE | $533 | $900-40.8% | $1,704-68.7% | $2,597-79.5% |
| Participant deferral / active EE | $1,626 | $1,522+6.8% | $2,656-38.8% | $4,028-59.6% |
| Admin fee / account holder | $3,557 | $2,022+75.9% | $3,972-10.5% | $5,404-34.2% |