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 | $32,326 | $52,678-38.6% | $75,784-57.3% | $59,633-45.8% |
| Participation rate | 53.3% | 67.2%-13.9pp | 75.8%-22.5pp | 68.7%-15.3pp |
| Annual return | -2.57% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,015 | $2,193-53.7% | $3,323-69.5% | $2,203-53.9% |
| Participant deferral / active EE | $1,356 | $2,591-47.7% | $3,652-62.9% | $3,192-57.5% |
| Admin fee / account holder | $7,067 | $3,610+95.8% | $5,300+33.3% | $4,297+64.5% |