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 | $14,098 | $82,288-82.9% | $68,794-79.5% | $134,509-89.5% |
| Participation rate | 60.9% | 75.1%-14.2pp | 69.0%-8.2pp | 81.2%-20.4pp |
| Annual return | -13.62% | -2.19%-11.4pp | -6.37%-7.2pp | 418.13%-431.8pp |
| Employer contribution / active EE | $833 | $3,301-74.8% | $2,656-68.6% | $4,741-82.4% |
| Participant deferral / active EE | $1,389 | $4,738-70.7% | $3,941-64.8% | $6,400-78.3% |
| Admin fee / account holder | $1,372 | $6,482-78.8% | $4,934-72.2% | $11,427-88.0% |