Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,048 | $72,404-36.4% | $110,243-58.2% | $64,173-28.2% |
| Participation rate | 65.2% | 73.3%-8.1pp | 79.8%-14.6pp | 69.6%-4.4pp |
| Annual return | -4.83% | -6.29%+1.5pp | 314.76%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,483 | $3,469-28.4% | $4,672-46.9% | $3,470-28.4% |
| Admin fee / account holder | $5,862 | $5,664+3.5% | $8,548-31.4% | $4,887+19.9% |