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 | $17,537 | $86,701-79.8% | $73,309-76.1% | $125,389-86.0% |
| Participation rate | 54.5% | 78.6%-24.1pp | 74.9%-20.4pp | 83.2%-28.6pp |
| Annual return | -3.12% | 2.78%-5.9pp | 5.67%-8.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,653 | $5,549-52.2% | $4,991-46.8% | $5,352-50.4% |
| Admin fee / account holder | $319 | $7,768-95.9% | $5,635-94.3% | $9,541-96.7% |