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 | $45,287 | $81,870-44.7% | $119,608-62.1% | $68,495-33.9% |
| Participation rate | 34.4% | 71.9%-37.5pp | 79.3%-44.8pp | 67.9%-33.5pp |
| Annual return | -17.17% | -23.82%+6.7pp | -14.98%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,000 | $4,148-27.7% | $5,601-46.4% | $4,028-25.5% |
| Admin fee / account holder | $1,994 | $6,583-69.7% | $10,326-80.7% | $5,403-63.1% |