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 | $26,236 | $49,177-46.6% | $79,467-67.0% | $64,173-59.1% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.3%-16.2pp | 69.6%-12.4pp |
| Annual return | -5.79% | -1.16%-4.6pp | 718.30%-724.1pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,231 | $2,076-40.7% | $2,800-56.0% | $2,381-48.3% |
| Participant deferral / active EE | $1,389 | $2,821-50.8% | $3,704-62.5% | $3,470-60.0% |
| Admin fee / account holder | $2,774 | $3,839-27.7% | $5,104-45.6% | $4,887-43.2% |