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 | $17,835 | $42,383-57.9% | $76,518-76.7% | $64,173-72.2% |
| Participation rate | 60.0% | 58.1%+1.9pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | -7.57% | -16.54%+9.0pp | -0.27%-7.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,542 | $1,563-1.3% | $2,647-41.7% | $2,381-35.2% |
| Participant deferral / active EE | $2,244 | $2,566-12.6% | $3,836-41.5% | $3,470-35.3% |
| Admin fee / account holder | $779 | $3,198-75.6% | $4,849-83.9% | $4,887-84.1% |