Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,238 | $73,863-68.5% | $143,797-83.8% | $68,490-66.1% |
| Participation rate | 38.0% | 66.7%-28.7pp | 80.3%-42.3pp | 67.9%-29.9pp |
| Annual return | -12.78% | 0.91%-13.7pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $652 | $3,185-79.5% | $4,952-86.8% | $2,597-74.9% |
| Participant deferral / active EE | $1,230 | $3,385-63.7% | $5,638-78.2% | $4,028-69.5% |
| Admin fee / account holder | $1,361 | $5,756-76.4% | $14,679-90.7% | $5,403-74.8% |