Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,172 | $73,848-70.0% | $143,799-84.6% | $68,486-67.6% |
| Participation rate | 19.2% | 66.7%-47.4pp | 80.3%-61.1pp | 67.9%-48.7pp |
| Annual return | -17.37% | 0.91%-18.3pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $410 | $3,184-87.1% | $4,952-91.7% | $2,597-84.2% |
| Participant deferral / active EE | $1,182 | $3,385-65.1% | $5,638-79.0% | $4,028-70.7% |
| Admin fee / account holder | $2,245 | $5,755-61.0% | $14,677-84.7% | $5,404-58.5% |