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 | $26,258 | $45,872-42.8% | $77,100-65.9% | $68,490-61.7% |
| Participation rate | 29.9% | 55.9%-26.1pp | 67.9%-38.1pp | 67.9%-38.0pp |
| Annual return | -14.99% | 1.73%-16.7pp | 42.35%-57.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $363 | $1,650-78.0% | $2,815-87.1% | $2,597-86.0% |
| Participant deferral / active EE | $1,439 | $2,963-51.4% | $4,430-67.5% | $4,028-64.3% |
| Admin fee / account holder | $12,696 | $3,041+317.5% | $5,443+133.2% | $5,403+135.0% |