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 | $13,451 | $73,848-81.8% | $143,799-90.6% | $68,486-80.4% |
| Participation rate | 35.5% | 66.7%-31.2pp | 80.3%-44.8pp | 67.9%-32.4pp |
| Annual return | -19.32% | 0.91%-20.2pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,533 | $3,385-25.1% | $5,638-55.1% | $4,028-37.1% |
| Admin fee / account holder | $526 | $5,755-90.9% | $14,677-96.4% | $5,404-90.3% |