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 | $18,806 | $69,012-72.7% | $160,009-88.2% | $68,486-72.5% |
| Participation rate | 63.3% | 65.4%-2.2pp | 78.0%-14.7pp | 67.9%-4.6pp |
| Annual return | -19.01% | -9.65%-9.4pp | 408.85%-427.9pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,059 | $2,212-6.9% | $4,225-51.3% | $2,597-20.7% |
| Participant deferral / active EE | $4,374 | $4,212+3.9% | $6,183-29.3% | $4,028+8.6% |
| Admin fee / account holder | $4,097 | $4,798-14.6% | $8,715-53.0% | $5,404-24.2% |