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 | $34,620 | $62,583-44.7% | $76,767-54.9% | $64,173-46.1% |
| Participation rate | 32.6% | 72.8%-40.3pp | 77.0%-44.4pp | 69.6%-37.0pp |
| Annual return | -5.23% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,703 | $3,145-45.8% | $3,852-55.8% | $3,470-50.9% |
| Admin fee / account holder | $10,419 | $4,667+123.2% | $6,675+56.1% | $4,887+113.2% |