Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,396 | $81,870-58.0% | $119,622-71.2% | $68,486-49.8% |
| Participation rate | 30.0% | 71.9%-41.9pp | 79.3%-49.3pp | 67.9%-37.9pp |
| Annual return | -15.66% | -23.82%+8.2pp | -14.98%-0.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,025 | $2,692-61.9% | $4,232-75.8% | $2,597-60.5% |
| Participant deferral / active EE | $3,000 | $4,148-27.7% | $5,601-46.4% | $4,028-25.5% |
| Admin fee / account holder | $607 | $6,583-90.8% | $10,328-94.1% | $5,404-88.8% |