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 | $23,609 | $45,872-48.5% | $77,096-69.4% | $68,486-65.5% |
| Participation rate | 48.8% | 55.9%-7.1pp | 67.9%-19.1pp | 67.9%-19.1pp |
| Annual return | -15.77% | 1.73%-17.5pp | 42.35%-58.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,284 | $1,650-22.2% | $2,814-54.4% | $2,597-50.6% |
| Participant deferral / active EE | $2,340 | $2,963-21.0% | $4,429-47.2% | $4,028-41.9% |
| Admin fee / account holder | $8,710 | $3,041+186.4% | $5,428+60.4% | $5,404+61.2% |