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 | $11,658 | $45,872-74.6% | $77,100-84.9% | $68,490-83.0% |
| Participation rate | 33.7% | 55.9%-22.2pp | 67.9%-34.2pp | 67.9%-34.2pp |
| Annual return | -19.00% | 1.73%-20.7pp | 42.35%-61.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $921 | $1,650-44.1% | $2,815-67.3% | $2,597-64.5% |
| Participant deferral / active EE | $1,913 | $2,963-35.4% | $4,430-56.8% | $4,028-52.5% |
| Admin fee / account holder | $1,216 | $3,041-60.0% | $5,443-77.7% | $5,403-77.5% |