Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,324 | $140,578-83.4% | $100,671-76.8% | $125,389-81.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 70.7%-20.7pp | 83.2%-33.2pp |
| Annual return | -1.49% | 24.67%-26.2pp | 20.43%-21.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $420 | $3,981-89.5% | $3,144-86.6% | $5,352-92.2% |
| Admin fee / account holder | $3,037 | $6,716-54.8% | $4,850-37.4% | $9,541-68.2% |