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 | $33,563 | $87,016-61.4% | $63,244-46.9% | $125,389-73.2% |
| Participation rate | 47.6% | 77.1%-29.4pp | 71.0%-23.4pp | 83.2%-35.6pp |
| Annual return | -0.40% | 21.71%-22.1pp | -70.31%+69.9pp | 282.24%-282.6pp |
| Employer contribution / active EE | $554 | $3,601-84.6% | $2,322-76.2% | $4,866-88.6% |
| Participant deferral / active EE | $1,107 | $3,939-71.9% | $2,953-62.5% | $5,352-79.3% |
| Admin fee / account holder | $6,998 | $11,954-41.5% | $5,893+18.7% | $9,541-26.7% |