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 | $15,601 | $97,027-83.9% | $83,323-81.3% | $135,382-88.5% |
| Participation rate | 58.3% | 80.4%-22.1pp | 77.8%-19.4pp | 82.6%-24.3pp |
| Annual return | -4.94% | 12.31%-17.2pp | 10.63%-15.6pp | 519.77%-524.7pp |
| Employer contribution / active EE | $1,751 | $4,143-57.7% | $3,379-48.2% | $4,779-63.4% |
| Participant deferral / active EE | $2,069 | $5,964-65.3% | $5,565-62.8% | $5,609-63.1% |
| Admin fee / account holder | $583 | $8,427-93.1% | $7,539-92.3% | $10,829-94.6% |