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 | $37,745 | $54,162-30.3% | $68,612-45.0% | $64,173-41.2% |
| Participation rate | 44.9% | 68.1%-23.2pp | 72.2%-27.4pp | 69.6%-24.7pp |
| Annual return | -5.81% | -1.62%-4.2pp | -4.63%-1.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $822 | $1,846-55.5% | $2,625-68.7% | $2,381-65.5% |
| Participant deferral / active EE | $2,003 | $2,626-23.7% | $3,311-39.5% | $3,470-42.3% |
| Admin fee / account holder | $6,069 | $4,029+50.6% | $5,131+18.3% | $4,887+24.2% |