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 | $14,496 | $27,639-47.6% | $61,501-76.4% | $68,490-78.8% |
| Participation rate | 13.6% | 39.5%-25.9pp | 52.6%-38.9pp | 67.9%-54.3pp |
| Annual return | -14.77% | -13.19%-1.6pp | 339.04%-353.8pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $469 | $1,264-62.9% | $2,125-77.9% | $4,028-88.4% |
| Admin fee / account holder | $3,788 | $2,012+88.2% | $2,132+77.7% | $5,403-29.9% |