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 | $27,315 | $82,674-67.0% | $125,381-78.2% | $68,486-60.1% |
| Participation rate | 65.1% | 75.1%-9.9pp | 82.4%-17.3pp | 67.9%-2.8pp |
| Annual return | -15.34% | -5.97%-9.4pp | 572.31%-587.6pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,317 | $3,382-31.5% | $4,815-51.9% | $2,597-10.8% |
| Participant deferral / active EE | $2,783 | $6,111-54.5% | $7,448-62.6% | $4,028-30.9% |
| Admin fee / account holder | $2,122 | $6,277-66.2% | $10,007-78.8% | $5,404-60.7% |