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 | $68,606 | $73,839-7.1% | $143,788-52.3% | $68,495+0.2% |
| Participation rate | 45.5% | 66.7%-21.2pp | 80.3%-34.9pp | 67.9%-22.4pp |
| Annual return | -16.95% | 1.01%-18.0pp | -0.03%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,428 | $3,384-28.3% | $5,638-56.9% | $4,028-39.7% |
| Admin fee / account holder | $445 | $5,755-92.3% | $14,675-97.0% | $5,403-91.8% |