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 | $14,721 | $32,117-54.2% | $71,089-79.3% | $64,173-77.1% |
| Participation rate | 25.5% | 42.7%-17.2pp | 54.6%-29.1pp | 69.6%-44.0pp |
| Annual return | -1.98% | -5.57%+3.6pp | 650.65%-652.6pp | 7.63%-9.6pp |
| Employer contribution / active EE | $315 | $712-55.8% | $1,088-71.1% | $2,381-86.8% |
| Participant deferral / active EE | $1,354 | $1,263+7.2% | $1,873-27.7% | $3,470-61.0% |
| Admin fee / account holder | $526 | $2,759-81.0% | $3,082-82.9% | $4,887-89.2% |