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 | $16,578 | $56,484-70.6% | $169,452-90.2% | $64,181-74.2% |
| Participation rate | 50.0% | 64.5%-14.5pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -5.25% | -1.55%-3.7pp | 1.83%-7.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $887 | $1,832-51.6% | $4,157-78.7% | $2,381-62.7% |
| Participant deferral / active EE | $1,260 | $3,448-63.4% | $5,277-76.1% | $3,470-63.7% |
| Admin fee / account holder | $7,095 | $4,174+70.0% | $9,110-22.1% | $4,887+45.2% |