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 | $33,217 | $73,863-55.0% | $143,797-76.9% | $68,490-51.5% |
| Participation rate | 37.3% | 66.7%-29.4pp | 80.3%-43.0pp | 67.9%-30.6pp |
| Annual return | -14.26% | 0.91%-15.2pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,275 | $3,185-60.0% | $4,952-74.3% | $2,597-50.9% |
| Participant deferral / active EE | $1,058 | $3,385-68.8% | $5,638-81.2% | $4,028-73.7% |
| Admin fee / account holder | $5,277 | $5,756-8.3% | $14,679-64.0% | $5,403-2.3% |