Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,606 | $117,623-85.0% | $71,702-75.4% | $134,509-86.9% |
| Participation rate | 21.1% | 68.9%-47.8pp | 62.3%-41.3pp | 81.2%-60.2pp |
| Annual return | -20.64% | 25.44%-46.1pp | 9.14%-29.8pp | 418.13%-438.8pp |
| Employer contribution / active EE | $962 | $2,525-61.9% | $1,704-43.6% | $4,741-79.7% |
| Participant deferral / active EE | $1,675 | $3,759-55.4% | $2,658-37.0% | $6,400-73.8% |
| Admin fee / account holder | $584 | $6,379-90.8% | $3,974-85.3% | $11,427-94.9% |