Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,336 | $73,839-84.6% | $143,788-92.1% | $68,495-83.5% |
| Participation rate | 45.5% | 66.7%-21.2pp | 80.3%-34.9pp | 67.9%-22.4pp |
| Annual return | -1.33% | 1.01%-2.3pp | -0.03%-1.3pp | -7.84%+6.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,060 | $3,384-9.6% | $5,638-45.7% | $4,028-24.0% |
| Admin fee / account holder | $506 | $5,755-91.2% | $14,675-96.6% | $5,403-90.6% |