Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,780 | $42,383-69.8% | $76,518-83.3% | $64,173-80.1% |
| Participation rate | 54.3% | 58.1%-3.9pp | 68.0%-13.7pp | 69.6%-15.3pp |
| Annual return | 2.80% | -16.54%+19.3pp | -0.27%+3.1pp | 7.63%-4.8pp |
| Employer contribution / active EE | $863 | $1,563-44.8% | $2,647-67.4% | $2,381-63.7% |
| Participant deferral / active EE | $1,463 | $2,566-43.0% | $3,836-61.9% | $3,470-57.8% |
| Admin fee / account holder | $22,432 | $3,198+601.4% | $4,849+362.6% | $4,887+359.0% |