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 | $33,650 | $75,832-55.6% | $147,617-77.2% | $59,633-43.6% |
| Participation rate | 57.3% | 71.6%-14.3pp | 84.6%-27.3pp | 68.7%-11.4pp |
| Annual return | -0.74% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $948 | $3,485-72.8% | $5,564-83.0% | $2,203-57.0% |
| Participant deferral / active EE | $1,721 | $3,131-45.0% | $4,895-64.8% | $3,192-46.1% |
| Admin fee / account holder | $1,323 | $5,986-77.9% | $11,612-88.6% | $4,297-69.2% |