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 | $16,495 | $32,117-48.6% | $71,086-76.8% | $64,173-74.3% |
| Participation rate | 54.7% | 42.7%+12.0pp | 54.7%+0.1pp | 69.6%-14.9pp |
| Annual return | -8.90% | -5.57%-3.3pp | 650.59%-659.5pp | 7.63%-16.5pp |
| Employer contribution / active EE | $411 | $712-42.2% | $1,088-62.2% | $2,381-82.7% |
| Participant deferral / active EE | $999 | $1,263-20.9% | $1,874-46.7% | $3,470-71.2% |
| Admin fee / account holder | $2,437 | $2,759-11.7% | $3,082-21.0% | $4,887-50.1% |