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 | $16,392 | $42,917-61.8% | $60,899-73.1% | $68,495-76.1% |
| Participation rate | 54.5% | 66.8%-12.2pp | 73.1%-18.6pp | 67.9%-13.3pp |
| Annual return | -17.64% | -13.99%-3.7pp | 16.92%-34.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,302 | $2,867-19.7% | $3,817-39.7% | $4,028-42.8% |
| Admin fee / account holder | $776 | $3,102-75.0% | $3,225-75.9% | $5,403-85.6% |