Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,577 | $27,632-40.0% | $61,452-73.0% | $68,486-75.8% |
| Participation rate | 9.8% | 39.5%-29.7pp | 52.6%-42.8pp | 67.9%-58.1pp |
| Annual return | -20.10% | -13.24%-6.9pp | 338.96%-359.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $547 | $1,264-56.7% | $2,125-74.3% | $4,028-86.4% |
| Admin fee / account holder | $434 | $2,010-78.4% | $2,131-79.6% | $5,404-92.0% |