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 | $31,274 | $40,275-22.3% | $57,356-45.5% | $59,633-47.6% |
| Participation rate | 30.4% | 69.1%-38.8pp | 75.1%-44.7pp | 68.7%-38.3pp |
| Annual return | -1.73% | 27.52%-29.3pp | 24.41%-26.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $379 | $1,921-80.3% | $2,689-85.9% | $2,203-82.8% |
| Participant deferral / active EE | $787 | $2,400-67.2% | $3,162-75.1% | $3,192-75.3% |
| Admin fee / account holder | $993 | $2,820-64.8% | $3,357-70.4% | $4,297-76.9% |