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 | $19,291 | $73,839-73.9% | $143,788-86.6% | $68,495-71.8% |
| Participation rate | 68.9% | 66.7%+2.2pp | 80.3%-11.4pp | 67.9%+1.0pp |
| Annual return | -12.06% | 1.01%-13.1pp | -0.03%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $537 | $3,184-83.1% | $4,952-89.1% | $2,596-79.3% |
| Participant deferral / active EE | $1,156 | $3,384-65.8% | $5,638-79.5% | $4,028-71.3% |
| Admin fee / account holder | $447 | $5,755-92.2% | $14,675-97.0% | $5,403-91.7% |