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 | $20,174 | $106,551-81.1% | $91,225-77.9% | $134,532-85.0% |
| Participation rate | 43.8% | 76.8%-33.1pp | 73.2%-29.4pp | 81.2%-37.5pp |
| Annual return | -17.02% | 160.78%-177.8pp | 114.12%-131.1pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,333 | $3,331-60.0% | $2,851-53.2% | $4,741-71.9% |
| Participant deferral / active EE | $1,689 | $4,718-64.2% | $4,233-60.1% | $6,401-73.6% |
| Admin fee / account holder | $1,407 | $6,234-77.4% | $5,422-74.0% | $11,429-87.7% |