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 | $15,481 | $54,355-71.5% | $82,744-81.3% | $68,486-77.4% |
| Participation rate | 52.6% | 63.9%-11.3pp | 72.6%-19.9pp | 67.9%-15.3pp |
| Annual return | -11.18% | -13.67%+2.5pp | 702.22%-713.4pp | -7.85%-3.3pp |
| Employer contribution / active EE | $819 | $2,219-63.1% | $3,008-72.8% | $2,597-68.5% |
| Participant deferral / active EE | $1,222 | $3,246-62.4% | $4,395-72.2% | $4,028-69.7% |
| Admin fee / account holder | $5,104 | $4,397+16.1% | $5,325-4.1% | $5,404-5.5% |