Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,468 | $28,601+128.9% | $71,778-8.8% | $66,949-2.2% |
| Participation rate | 13.5% | 56.7%-43.2pp | 62.3%-48.9pp | 69.8%-56.4pp |
| Annual return | -11.12% | -10.90%-0.2pp | 9.15%-20.3pp | 1.57%-12.7pp |
| Employer contribution / active EE | $324 | $1,104-70.6% | $1,704-81.0% | $2,545-87.3% |
| Participant deferral / active EE | $932 | $1,912-51.2% | $2,656-64.9% | $4,239-78.0% |
| Admin fee / account holder | $2,246 | $506+343.6% | $3,974-43.5% | $594+278.3% |