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 | $18,144 | $84,527-78.5% | $67,711-73.2% | $125,393-85.5% |
| Participation rate | 64.3% | 74.8%-10.5pp | 67.5%-3.2pp | 83.2%-18.9pp |
| Annual return | -3.06% | 2.57%-5.6pp | 25.41%-28.5pp | 282.23%-285.3pp |
| Employer contribution / active EE | $1,680 | $3,292-49.0% | $2,559-34.4% | $4,866-65.5% |
| Participant deferral / active EE | $2,907 | $4,429-34.4% | $3,585-18.9% | $5,351-45.7% |
| Admin fee / account holder | $551 | $5,340-89.7% | $4,255-87.0% | $9,541-94.2% |