Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,689 | $54,370-69.3% | $82,763-79.8% | $68,490-75.6% |
| Participation rate | 62.9% | 63.9%-1.0pp | 72.6%-9.7pp | 67.9%-5.0pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.45%-702.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $891 | $2,219-59.8% | $3,008-70.4% | $2,597-65.7% |
| Participant deferral / active EE | $1,523 | $3,247-53.1% | $4,395-65.4% | $4,028-62.2% |
| Admin fee / account holder | $1,356 | $4,398-69.2% | $5,325-74.5% | $5,403-74.9% |