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 | $16,922 | $27,639-38.8% | $61,501-72.5% | $68,490-75.3% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | -15.84% | -13.19%-2.6pp | 339.04%-354.9pp | -7.85%-8.0pp |
| Employer contribution / active EE | $488 | $696-29.8% | $1,160-57.9% | $2,597-81.2% |
| Participant deferral / active EE | $1,514 | $1,264+19.8% | $2,125-28.7% | $4,028-62.4% |
| Admin fee / account holder | $871 | $2,012-56.7% | $2,132-59.1% | $5,403-83.9% |