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 | $30,456 | $50,947-40.2% | $74,549-59.1% | $64,173-52.5% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.1%-25.1pp | 69.6%-25.6pp |
| Annual return | -4.26% | -1.85%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $309 | $1,115-72.3% | $1,961-84.3% | $2,381-87.0% |
| Participant deferral / active EE | $2,567 | $2,302+11.5% | $3,108-17.4% | $3,470-26.0% |
| Admin fee / account holder | $6,254 | $4,221+48.2% | $5,059+23.6% | $4,887+28.0% |