Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,991 | $73,863-86.5% | $143,797-93.1% | $68,490-85.4% |
| Participation rate | 40.8% | 66.7%-25.8pp | 80.3%-39.5pp | 67.9%-27.1pp |
| Annual return | -15.20% | 0.91%-16.1pp | -0.04%-15.2pp | -7.85%-7.3pp |
| Employer contribution / active EE | $932 | $3,185-70.7% | $4,952-81.2% | $2,597-64.1% |
| Participant deferral / active EE | $1,200 | $3,385-64.5% | $5,638-78.7% | $4,028-70.2% |
| Admin fee / account holder | $315 | $5,756-94.5% | $14,679-97.9% | $5,403-94.2% |