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 | $16,984 | $73,848-77.0% | $143,799-88.2% | $68,486-75.2% |
| Participation rate | 69.7% | 66.7%+3.0pp | 80.3%-10.6pp | 67.9%+1.8pp |
| Annual return | -13.83% | 0.91%-14.7pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,655 | $3,184-48.0% | $4,952-66.6% | $2,597-36.3% |
| Participant deferral / active EE | $962 | $3,385-71.6% | $5,638-82.9% | $4,028-76.1% |
| Admin fee / account holder | $4,328 | $5,755-24.8% | $14,677-70.5% | $5,404-19.9% |