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 | $24,790 | $39,162-36.7% | $100,671-75.4% | $59,633-58.4% |
| Participation rate | 34.6% | 55.9%-21.2pp | 70.7%-36.1pp | 68.7%-34.1pp |
| Annual return | -0.09% | 21.07%-21.2pp | 20.43%-20.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $543 | $1,151-52.9% | $4,012-86.5% | $2,203-75.4% |
| Participant deferral / active EE | $1,253 | $1,992-37.1% | $3,144-60.1% | $3,192-60.7% |
| Admin fee / account holder | $3,448 | $2,969+16.1% | $4,850-28.9% | $4,297-19.8% |