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 | $12,033 | $54,370-77.9% | $82,763-85.5% | $68,490-82.4% |
| Participation rate | 62.9% | 63.9%-1.1pp | 72.6%-9.7pp | 67.9%-5.0pp |
| Annual return | -4.67% | -13.67%+9.0pp | 702.45%-707.1pp | -7.85%+3.2pp |
| Employer contribution / active EE | $343 | $2,219-84.5% | $3,008-88.6% | $2,597-86.8% |
| Participant deferral / active EE | $1,534 | $3,247-52.8% | $4,395-65.1% | $4,028-61.9% |
| Admin fee / account holder | $1,249 | $4,398-71.6% | $5,325-76.5% | $5,403-76.9% |