Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,777 | $59,819-35.2% | $79,583-51.3% | $68,490-43.4% |
| Participation rate | 26.0% | 61.1%-35.0pp | 69.5%-43.5pp | 67.9%-41.9pp |
| Annual return | -16.85% | -12.30%-4.6pp | 0.16%-17.0pp | -7.85%-9.0pp |
| Employer contribution / active EE | $490 | $1,505-67.5% | $2,414-79.7% | $2,597-81.1% |
| Participant deferral / active EE | $1,782 | $3,025-41.1% | $3,986-55.3% | $4,028-55.8% |
| Admin fee / account holder | $908 | $4,835-81.2% | $6,835-86.7% | $5,403-83.2% |