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 | $13,962 | $46,697-70.1% | $117,533-88.1% | $68,486-79.6% |
| Participation rate | 50.0% | 56.8%-6.8pp | 70.6%-20.6pp | 67.9%-17.9pp |
| Annual return | -18.05% | -14.52%-3.5pp | 29.77%-47.8pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,094 | $1,506-27.4% | $4,179-73.8% | $2,597-57.9% |
| Participant deferral / active EE | $1,790 | $2,637-32.1% | $4,072-56.0% | $4,028-55.5% |
| Admin fee / account holder | $827 | $4,023-79.4% | $5,647-85.4% | $5,404-84.7% |