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 | $16,821 | $53,162-68.4% | $91,225-81.6% | $68,486-75.4% |
| Participation rate | 28.1% | 63.2%-35.1pp | 73.2%-45.1pp | 67.9%-39.8pp |
| Annual return | -17.92% | -3.14%-14.8pp | 114.12%-132.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $900 | $1,709-47.3% | $2,851-68.4% | $2,597-65.3% |
| Participant deferral / active EE | $1,255 | $2,974-57.8% | $4,233-70.4% | $4,028-68.8% |
| Admin fee / account holder | $2,368 | $4,493-47.3% | $5,422-56.3% | $5,404-56.2% |