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 | $23,260 | $57,352-59.4% | $83,830-72.3% | $64,173-63.8% |
| Participation rate | 64.4% | 68.6%-4.2pp | 76.1%-11.7pp | 69.6%-5.2pp |
| Annual return | -7.19% | 11.38%-18.6pp | 850.97%-858.2pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,451 | $2,546-43.0% | $3,631-60.0% | $2,381-39.1% |
| Participant deferral / active EE | $3,117 | $2,993+4.1% | $4,082-23.6% | $3,470-10.2% |
| Admin fee / account holder | $2,432 | $4,046-39.9% | $5,479-55.6% | $4,887-50.2% |