Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,742 | $27,639-10.5% | $61,501-59.8% | $68,490-63.9% |
| Participation rate | 29.5% | 39.5%-10.0pp | 52.6%-23.0pp | 67.9%-38.4pp |
| Annual return | -18.29% | -13.19%-5.1pp | 339.04%-357.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $426 | $696-38.8% | $1,160-63.3% | $2,597-83.6% |
| Participant deferral / active EE | $1,270 | $1,264+0.5% | $2,125-40.2% | $4,028-68.5% |
| Admin fee / account holder | $758 | $2,012-62.3% | $2,132-64.4% | $5,403-86.0% |