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 | $23,403 | $37,446-37.5% | $77,552-69.8% | $79,856-70.7% |
| Participation rate | 27.3% | 41.5%-14.3pp | 54.2%-26.9pp | 69.6%-42.4pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $284 | $637-55.5% | $987-71.2% | $2,471-88.5% |
| Participant deferral / active EE | $834 | $1,261-33.9% | $1,861-55.2% | $3,741-77.7% |
| Admin fee / account holder | $1,832 | $2,506-26.9% | $2,859-35.9% | $5,306-65.5% |