Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,248 | $103,949-57.4% | $69,182-36.0% | $273,970-83.8% |
| Participation rate | 31.6% | 67.4%-35.8pp | 55.1%-23.5pp | 83.0%-51.4pp |
| Annual return | 3.11% | 35.28%-32.2pp | -21.93%+25.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $106 | $1,783-94.0% | $1,206-91.2% | $4,869-97.8% |
| Participant deferral / active EE | $297 | $2,716-89.1% | $1,897-84.4% | $5,287-94.4% |
| Admin fee / account holder | $42,345 | $3,671+1053.6% | $2,697+1470.2% | $10,132+317.9% |