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 | $37,277 | $72,177-48.4% | $115,038-67.6% | $59,633-37.5% |
| Participation rate | 52.2% | 72.6%-20.4pp | 81.4%-29.2pp | 68.7%-16.5pp |
| Annual return | -0.45% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,165 | $2,841-59.0% | $4,608-74.7% | $2,203-47.1% |
| Participant deferral / active EE | $2,610 | $4,783-45.4% | $6,026-56.7% | $3,192-18.2% |
| Admin fee / account holder | $5,409 | $4,927+9.8% | $8,175-33.8% | $4,297+25.9% |