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 | $26,869 | $65,704-59.1% | $94,229-71.5% | $59,633-54.9% |
| Participation rate | 63.4% | 72.1%-8.7pp | 78.8%-15.4pp | 68.7%-5.3pp |
| Annual return | -0.77% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,930 | $2,021-4.5% | $3,587-46.2% | $2,203-12.4% |
| Participant deferral / active EE | $2,859 | $3,143-9.0% | $4,320-33.8% | $3,192-10.4% |
| Admin fee / account holder | $1,079 | $4,265-74.7% | $6,269-82.8% | $4,297-74.9% |