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 | $25,609 | $42,396-39.6% | $67,313-62.0% | $56,287-54.5% |
| Participation rate | 13.6% | 61.0%-47.3pp | 69.1%-55.4pp | 69.9%-56.2pp |
| Annual return | -6.57% | -36.63%+30.1pp | -4.08%-2.5pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,047 | $2,360-55.6% | $3,568-70.7% | $3,350-68.8% |
| Admin fee / account holder | $2,954 | $510+479.6% | $4,507-34.5% | $521+467.0% |