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 | $32,591 | $73,863-55.9% | $143,797-77.3% | $68,490-52.4% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -14.76% | 0.91%-15.7pp | -0.04%-14.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,924 | $3,185-39.6% | $4,952-61.2% | $2,597-25.9% |
| Participant deferral / active EE | $4,044 | $3,385+19.5% | $5,638-28.3% | $4,028+0.4% |
| Admin fee / account holder | $1,444 | $5,756-74.9% | $14,679-90.2% | $5,403-73.3% |