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 | $28,881 | $57,352-49.6% | $83,831-65.5% | $64,173-55.0% |
| Participation rate | 38.9% | 68.6%-29.7pp | 76.1%-37.3pp | 69.6%-30.7pp |
| Annual return | -8.09% | 11.38%-19.5pp | 850.99%-859.1pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,777 | $2,993-7.2% | $4,082-32.0% | $3,470-20.0% |
| Admin fee / account holder | $2,574 | $4,046-36.4% | $5,479-53.0% | $4,887-47.3% |