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 | $22,952 | $48,235-52.4% | $68,803-66.6% | $68,490-66.5% |
| Participation rate | 54.9% | 60.7%-5.7pp | 69.0%-14.1pp | 67.9%-13.0pp |
| Annual return | -12.06% | -12.70%+0.6pp | -6.37%-5.7pp | -7.85%-4.2pp |
| Employer contribution / active EE | $1,696 | $1,829-7.2% | $2,656-36.1% | $2,597-34.7% |
| Participant deferral / active EE | $2,811 | $2,867-2.0% | $3,942-28.7% | $4,028-30.2% |
| Admin fee / account holder | $5,674 | $4,361+30.1% | $4,936+15.0% | $5,403+5.0% |