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 | $36,708 | $72,177-49.1% | $115,038-68.1% | $59,633-38.4% |
| Participation rate | 66.7% | 72.6%-5.9pp | 81.4%-14.7pp | 68.7%-2.0pp |
| Annual return | -0.78% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,428 | $2,841-49.7% | $4,608-69.0% | $2,203-35.1% |
| Participant deferral / active EE | $3,060 | $4,783-36.0% | $6,026-49.2% | $3,192-4.1% |
| Admin fee / account holder | $5,895 | $4,927+19.7% | $8,175-27.9% | $4,297+37.2% |