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 | $42,742 | $64,719-34.0% | $112,249-61.9% | $68,486-37.6% |
| Participation rate | 41.9% | 67.2%-25.3pp | 75.1%-33.2pp | 67.9%-26.0pp |
| Annual return | -19.37% | -11.40%-8.0pp | 27.48%-46.9pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,236 | $3,565+18.8% | $4,729-10.4% | $4,028+5.2% |
| Admin fee / account holder | $990 | $5,232-81.1% | $6,412-84.6% | $5,404-81.7% |