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 | $23,639 | $92,219-74.4% | $76,767-69.2% | $135,380-82.5% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -7.12% | 5.46%-12.6pp | 2.43%-9.5pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,501 | $3,216-53.3% | $2,485-39.6% | $4,779-68.6% |
| Participant deferral / active EE | $3,940 | $4,508-12.6% | $3,852+2.3% | $5,609-29.8% |
| Admin fee / account holder | $3,467 | $10,749-67.7% | $6,675-48.1% | $10,828-68.0% |