Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,584 | $59,819-52.2% | $79,583-64.1% | $68,490-58.3% |
| Participation rate | 41.3% | 61.1%-19.8pp | 69.5%-28.2pp | 67.9%-26.6pp |
| Annual return | -2.89% | -12.30%+9.4pp | 0.16%-3.0pp | -7.85%+5.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,408 | $3,025+12.7% | $3,986-14.5% | $4,028-15.4% |
| Admin fee / account holder | $941 | $4,835-80.5% | $6,835-86.2% | $5,403-82.6% |