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 | $15,156 | $49,177-69.2% | $79,466-80.9% | $64,173-76.4% |
| Participation rate | 64.8% | 65.0%-0.2pp | 73.3%-8.5pp | 69.6%-4.8pp |
| Annual return | -6.80% | -1.16%-5.6pp | 718.28%-725.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,261 | $2,076-39.3% | $2,800-55.0% | $2,381-47.0% |
| Participant deferral / active EE | $1,848 | $2,821-34.5% | $3,704-50.1% | $3,470-46.7% |
| Admin fee / account holder | $598 | $3,839-84.4% | $5,104-88.3% | $4,887-87.8% |