Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,764 | $27,639-14.0% | $61,501-61.4% | $68,490-65.3% |
| Participation rate | 14.0% | 39.5%-25.5pp | 52.6%-38.5pp | 67.9%-53.9pp |
| Annual return | -16.24% | -13.19%-3.0pp | 339.04%-355.3pp | -7.85%-8.4pp |
| Employer contribution / active EE | $755 | $696+8.5% | $1,160-34.9% | $2,597-70.9% |
| Participant deferral / active EE | $937 | $1,264-25.8% | $2,125-55.9% | $4,028-76.7% |
| Admin fee / account holder | $5,204 | $2,012+158.6% | $2,132+144.1% | $5,403-3.7% |