Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,298 | $42,910-62.0% | $60,919-73.2% | $68,490-76.2% |
| Participation rate | 53.8% | 66.8%-12.9pp | 73.1%-19.3pp | 67.9%-14.1pp |
| Annual return | -16.35% | -13.99%-2.4pp | 16.96%-33.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,127 | $1,978-43.0% | $2,704-58.3% | $2,597-56.6% |
| Participant deferral / active EE | $1,870 | $2,866-34.7% | $3,814-51.0% | $4,028-53.6% |
| Admin fee / account holder | $1,251 | $3,104-59.7% | $3,228-61.2% | $5,403-76.8% |