Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,467 | $54,370-73.4% | $82,763-82.5% | $68,490-78.9% |
| Participation rate | 30.8% | 63.9%-33.2pp | 72.6%-41.8pp | 67.9%-37.1pp |
| Annual return | -17.86% | -13.67%-4.2pp | 702.45%-720.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $742 | $2,219-66.6% | $3,008-75.3% | $2,597-71.4% |
| Participant deferral / active EE | $1,993 | $3,247-38.6% | $4,395-54.6% | $4,028-50.5% |
| Admin fee / account holder | $1,052 | $4,398-76.1% | $5,325-80.2% | $5,403-80.5% |