Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,380 | $68,996-70.5% | $159,991-87.3% | $68,495-70.2% |
| Participation rate | 69.0% | 65.4%+3.6pp | 78.0%-8.9pp | 67.9%+1.2pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.82%-408.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,669 | $2,212-24.5% | $4,225-60.5% | $2,596-35.7% |
| Participant deferral / active EE | $3,181 | $4,211-24.5% | $6,183-48.5% | $4,028-21.0% |
| Admin fee / account holder | $996 | $4,797-79.2% | $8,715-88.6% | $5,403-81.6% |