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 | $34,581 | $73,848-53.2% | $143,799-76.0% | $68,486-49.5% |
| Participation rate | 66.0% | 66.7%-0.7pp | 80.3%-14.4pp | 67.9%-1.9pp |
| Annual return | -14.54% | 0.91%-15.5pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,393 | $3,184-56.2% | $4,952-71.9% | $2,597-46.3% |
| Participant deferral / active EE | $2,098 | $3,385-38.0% | $5,638-62.8% | $4,028-47.9% |
| Admin fee / account holder | $1,953 | $5,755-66.1% | $14,677-86.7% | $5,404-63.9% |