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 | $35,111 | $45,872-23.5% | $77,100-54.5% | $68,490-48.7% |
| Participation rate | 31.4% | 55.9%-24.5pp | 67.9%-36.5pp | 67.9%-36.5pp |
| Annual return | -1.09% | 1.73%-2.8pp | 42.35%-43.4pp | -7.85%+6.8pp |
| Employer contribution / active EE | $588 | $1,650-64.4% | $2,815-79.1% | $2,597-77.4% |
| Participant deferral / active EE | $1,980 | $2,963-33.2% | $4,430-55.3% | $4,028-50.8% |
| Admin fee / account holder | $3,290 | $3,041+8.2% | $5,443-39.6% | $5,403-39.1% |