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 | $29,442 | $49,280-40.3% | $67,313-56.3% | $64,181-54.1% |
| Participation rate | 45.0% | 60.8%-15.8pp | 69.1%-24.1pp | 69.6%-24.6pp |
| Annual return | -6.42% | -1.39%-5.0pp | -4.08%-2.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $511 | $1,668-69.4% | $2,566-80.1% | $2,381-78.6% |
| Participant deferral / active EE | $1,186 | $2,484-52.3% | $3,568-66.8% | $3,470-65.8% |
| Admin fee / account holder | $1,660 | $3,863-57.0% | $4,507-63.2% | $4,887-66.0% |