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 | $24,322 | $85,790-71.6% | $67,313-63.9% | $135,382-82.0% |
| Participation rate | 43.8% | 76.5%-32.7pp | 69.1%-25.3pp | 82.6%-38.9pp |
| Annual return | -5.07% | -0.54%-4.5pp | -4.08%-1.0pp | 519.77%-524.8pp |
| Employer contribution / active EE | $908 | $3,487-74.0% | $2,566-64.6% | $4,779-81.0% |
| Participant deferral / active EE | $1,187 | $4,651-74.5% | $3,568-66.7% | $5,609-78.8% |
| Admin fee / account holder | $2,511 | $6,392-60.7% | $4,507-44.3% | $10,829-76.8% |