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 | $27,262 | $37,463-27.2% | $77,100-64.6% | $66,949-59.3% |
| Participation rate | 45.1% | 52.9%-7.8pp | 67.9%-22.8pp | 69.8%-24.7pp |
| Annual return | -14.86% | -3.25%-11.6pp | 42.35%-57.2pp | 1.57%-16.4pp |
| Employer contribution / active EE | $812 | $1,535-47.1% | $2,815-71.1% | $2,545-68.1% |
| Participant deferral / active EE | $2,160 | $2,621-17.6% | $4,430-51.2% | $4,239-49.0% |
| Admin fee / account holder | $1,571 | $568+176.5% | $5,443-71.1% | $594+164.6% |