Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,202 | $93,117-78.3% | $77,096-73.8% | $134,532-85.0% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.4pp | 81.2%-52.7pp |
| Annual return | -16.21% | 62.67%-78.9pp | 42.35%-58.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $670 | $3,420-80.4% | $2,814-76.2% | $4,741-85.9% |
| Participant deferral / active EE | $3,325 | $5,241-36.6% | $4,429-24.9% | $6,401-48.1% |
| Admin fee / account holder | $1,296 | $6,948-81.3% | $5,428-76.1% | $11,429-88.7% |