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 | $46,131 | $62,583-26.3% | $76,767-39.9% | $64,173-28.1% |
| Participation rate | 25.0% | 72.8%-47.8pp | 77.0%-52.0pp | 69.6%-44.6pp |
| Annual return | -2.54% | -1.95%-0.6pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,494 | $1,832-18.4% | $2,485-39.9% | $2,381-37.2% |
| Participant deferral / active EE | $3,487 | $3,145+10.9% | $3,852-9.5% | $3,470+0.5% |
| Admin fee / account holder | $42,473 | $4,667+810.1% | $6,675+536.3% | $4,887+769.0% |