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 | $22,764 | $64,719-64.8% | $112,249-79.7% | $68,486-66.8% |
| Participation rate | 30.3% | 67.2%-36.8pp | 75.1%-44.8pp | 67.9%-37.6pp |
| Annual return | -19.15% | -11.40%-7.8pp | 27.48%-46.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,095 | $2,747-60.1% | $3,636-69.9% | $2,597-57.8% |
| Participant deferral / active EE | $2,202 | $3,565-38.3% | $4,729-53.4% | $4,028-45.3% |
| Admin fee / account holder | $6,587 | $5,232+25.9% | $6,412+2.7% | $5,404+21.9% |