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 | $23,735 | $73,019-67.5% | $90,766-73.9% | $68,490-65.3% |
| Participation rate | 62.1% | 70.8%-8.8pp | 75.7%-13.6pp | 67.9%-5.8pp |
| Annual return | -16.03% | -13.81%-2.2pp | -12.16%-3.9pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,073 | $2,193-51.1% | $2,922-63.3% | $2,597-58.7% |
| Participant deferral / active EE | $1,689 | $3,626-53.4% | $4,565-63.0% | $4,028-58.1% |
| Admin fee / account holder | $455 | $5,897-92.3% | $8,446-94.6% | $5,403-91.6% |