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 | $41,839 | $40,275+3.9% | $57,356-27.1% | $59,633-29.8% |
| Participation rate | 27.5% | 69.1%-41.6pp | 75.1%-47.6pp | 68.7%-41.2pp |
| Annual return | -0.74% | 27.52%-28.3pp | 24.41%-25.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,303 | $2,400-45.7% | $3,162-58.8% | $3,192-59.2% |
| Admin fee / account holder | $3,776 | $2,820+33.9% | $3,357+12.5% | $4,297-12.1% |