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 | $29,512 | $43,344-31.9% | $59,899-50.7% | $64,173-54.0% |
| Participation rate | 17.0% | 69.2%-52.1pp | 74.7%-57.7pp | 69.6%-52.5pp |
| Annual return | -5.30% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,135 | $2,547-55.4% | $3,402-66.6% | $3,470-67.3% |
| Admin fee / account holder | $611 | $3,008-79.7% | $3,592-83.0% | $4,887-87.5% |