Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,905 | $49,280-21.1% | $67,313-42.2% | $64,173-39.4% |
| Participation rate | 48.0% | 60.8%-12.8pp | 69.1%-21.1pp | 69.6%-21.6pp |
| Annual return | -4.47% | -1.39%-3.1pp | -4.08%-0.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $867 | $1,668-48.0% | $2,566-66.2% | $2,381-63.6% |
| Participant deferral / active EE | $1,371 | $2,484-44.8% | $3,568-61.6% | $3,470-60.5% |
| Admin fee / account holder | $3,991 | $3,863+3.3% | $4,507-11.4% | $4,887-18.3% |