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 | $43,992 | $73,848-40.4% | $143,799-69.4% | $68,486-35.8% |
| Participation rate | 36.4% | 66.7%-30.3pp | 80.3%-44.0pp | 67.9%-31.5pp |
| Annual return | -17.27% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $679 | $3,184-78.7% | $4,952-86.3% | $2,597-73.8% |
| Participant deferral / active EE | $957 | $3,385-71.7% | $5,638-83.0% | $4,028-76.2% |
| Admin fee / account holder | $7,237 | $5,755+25.8% | $14,677-50.7% | $5,404+33.9% |