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 | $28,858 | $87,542-67.0% | $75,782-61.9% | $125,393-77.0% |
| Participation rate | 57.9% | 80.2%-22.3pp | 75.8%-17.9pp | 83.2%-25.3pp |
| Annual return | 0.09% | 13.48%-13.4pp | 9.68%-9.6pp | 282.23%-282.1pp |
| Employer contribution / active EE | $1,039 | $3,930-73.6% | $3,323-68.7% | $4,866-78.7% |
| Participant deferral / active EE | $2,227 | $4,229-47.3% | $3,652-39.0% | $5,351-58.4% |
| Admin fee / account holder | $2,776 | $6,502-57.3% | $5,300-47.6% | $9,541-70.9% |