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 | $27,549 | $39,162-29.7% | $100,671-72.6% | $59,633-53.8% |
| Participation rate | 38.1% | 55.9%-17.8pp | 70.7%-32.6pp | 68.7%-30.6pp |
| Annual return | -0.25% | 21.07%-21.3pp | 20.43%-20.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $744 | $1,151-35.4% | $4,012-81.5% | $2,203-66.2% |
| Participant deferral / active EE | $1,122 | $1,992-43.7% | $3,144-64.3% | $3,192-64.9% |
| Admin fee / account holder | $1,185 | $2,969-60.1% | $4,850-75.6% | $4,297-72.4% |