Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,363 | $64,719-71.6% | $112,249-83.6% | $68,486-73.2% |
| Participation rate | 40.9% | 67.2%-26.3pp | 75.1%-34.2pp | 67.9%-27.0pp |
| Annual return | -14.96% | -11.40%-3.6pp | 27.48%-42.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $866 | $2,747-68.5% | $3,636-76.2% | $2,597-66.7% |
| Participant deferral / active EE | $2,141 | $3,565-40.0% | $4,729-54.7% | $4,028-46.8% |
| Admin fee / account holder | $733 | $5,232-86.0% | $6,412-88.6% | $5,404-86.4% |