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 | $36,992 | $45,283-18.3% | $155,789-76.3% | $52,331-29.3% |
| Participation rate | 30.6% | 62.2%-31.6pp | 76.1%-45.5pp | 68.1%-37.5pp |
| Annual return | -0.44% | 1.80%-2.2pp | 71.54%-72.0pp | 4.54%-5.0pp |
| Employer contribution / active EE | $728 | $1,329-45.2% | $3,839-81.0% | $1,882-61.3% |
| Participant deferral / active EE | $1,547 | $2,854-45.8% | $4,798-67.8% | $3,022-48.8% |
| Admin fee / account holder | $2,201 | $981+124.3% | $7,477-70.6% | $592+272.0% |