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 | $35,175 | $73,848-52.4% | $143,799-75.5% | $68,486-48.6% |
| Participation rate | 51.2% | 66.7%-15.4pp | 80.3%-29.1pp | 67.9%-16.7pp |
| Annual return | -19.35% | 0.91%-20.3pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,873 | $3,184-41.2% | $4,952-62.2% | $2,597-27.9% |
| Participant deferral / active EE | $3,291 | $3,385-2.8% | $5,638-41.6% | $4,028-18.3% |
| Admin fee / account holder | $597 | $5,755-89.6% | $14,677-95.9% | $5,404-88.9% |