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 | $26,941 | $27,639-2.5% | $61,501-56.2% | $68,490-60.7% |
| Participation rate | 43.9% | 39.5%+4.4pp | 52.6%-8.7pp | 67.9%-24.0pp |
| Annual return | -19.93% | -13.19%-6.7pp | 339.04%-359.0pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,278 | $696+83.7% | $1,160+10.2% | $2,597-50.8% |
| Participant deferral / active EE | $2,339 | $1,264+85.1% | $2,125+10.1% | $4,028-41.9% |
| Admin fee / account holder | $739 | $2,012-63.3% | $2,132-65.4% | $5,403-86.3% |