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 | $30,870 | $77,816-60.3% | $123,552-75.0% | $64,173-51.9% |
| Participation rate | 40.4% | 74.7%-34.3pp | 82.3%-41.9pp | 69.6%-29.2pp |
| Annual return | -1.15% | 12.49%-13.6pp | 119.20%-120.4pp | 7.63%-8.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,134 | $5,240+36.1% | $6,426+11.0% | $3,470+105.6% |
| Admin fee / account holder | $4,452 | $5,519-19.3% | $9,285-52.0% | $4,887-8.9% |