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 | $33,980 | $64,729-47.5% | $112,263-69.7% | $68,490-50.4% |
| Participation rate | 57.9% | 67.2%-9.3pp | 75.1%-17.2pp | 67.9%-10.0pp |
| Annual return | -14.72% | -11.40%-3.3pp | 27.49%-42.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,415 | $2,746-48.5% | $3,636-61.1% | $2,597-45.5% |
| Participant deferral / active EE | $2,035 | $3,566-42.9% | $4,729-57.0% | $4,028-49.5% |
| Admin fee / account holder | $1,331 | $5,222-74.5% | $6,410-79.2% | $5,403-75.4% |