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 | $56,989 | $71,878-20.7% | $86,698-34.3% | $68,486-16.8% |
| Participation rate | 36.4% | 72.2%-35.9pp | 76.6%-40.2pp | 67.9%-31.5pp |
| Annual return | -14.38% | 3.53%-17.9pp | 35.95%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,048 | $3,779-45.8% | $4,656-56.0% | $4,028-49.2% |
| Admin fee / account holder | $2,462 | $6,113-59.7% | $7,493-67.1% | $5,404-54.4% |