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 | $49,774 | $65,703-24.2% | $94,228-47.2% | $59,633-16.5% |
| Participation rate | 32.1% | 72.1%-40.0pp | 78.8%-46.6pp | 68.7%-36.5pp |
| Annual return | 0.38% | 5.22%-4.8pp | 10.68%-10.3pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $1,400 | $2,021-30.7% | $3,587-61.0% | $2,203-36.4% |
| Participant deferral / active EE | $2,509 | $3,143-20.2% | $4,320-41.9% | $3,192-21.4% |
| Admin fee / account holder | $679 | $4,264-84.1% | $6,269-89.2% | $4,297-84.2% |