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 | $18,869 | $44,850-57.9% | $60,547-68.8% | $59,633-68.4% |
| Participation rate | 56.0% | 59.5%-3.5pp | 68.0%-12.0pp | 68.7%-12.7pp |
| Annual return | -2.71% | 1074.14%-1076.8pp | 335.64%-338.4pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $247 | $1,462-83.1% | $2,419-89.8% | $2,203-88.8% |
| Participant deferral / active EE | $1,161 | $2,230-47.9% | $3,328-65.1% | $3,192-63.6% |
| Admin fee / account holder | $4,783 | $3,635+31.6% | $4,536+5.4% | $4,297+11.3% |