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 | $23,041 | $82,324-72.0% | $68,803-66.5% | $134,545-82.9% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -16.11% | -2.17%-13.9pp | -6.37%-9.7pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,652 | $3,302-50.0% | $2,656-37.8% | $4,742-65.2% |
| Participant deferral / active EE | $2,175 | $4,740-54.1% | $3,942-44.8% | $6,401-66.0% |
| Admin fee / account holder | $960 | $6,485-85.2% | $4,936-80.6% | $11,431-91.6% |