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 | $32,917 | $49,177-33.1% | $79,466-58.6% | $64,173-48.7% |
| Participation rate | 68.0% | 65.0%+3.0pp | 73.3%-5.3pp | 69.6%-1.5pp |
| Annual return | 6.19% | -1.16%+7.4pp | 718.28%-712.1pp | 7.63%-1.4pp |
| Employer contribution / active EE | $1,165 | $2,076-43.9% | $2,800-58.4% | $2,381-51.1% |
| Participant deferral / active EE | $1,939 | $2,821-31.3% | $3,704-47.7% | $3,470-44.1% |
| Admin fee / account holder | $13,802 | $3,839+259.5% | $5,104+170.4% | $4,887+182.4% |