Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,734 | $54,357-52.7% | $82,706-68.9% | $68,495-62.4% |
| Participation rate | 59.0% | 63.9%-4.9pp | 72.6%-13.6pp | 67.9%-8.9pp |
| Annual return | -17.76% | -13.67%-4.1pp | 701.76%-719.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,757 | $2,218-20.8% | $3,007-41.6% | $2,596-32.3% |
| Participant deferral / active EE | $3,910 | $3,246+20.4% | $4,394-11.0% | $4,028-2.9% |
| Admin fee / account holder | $879 | $4,396-80.0% | $5,329-83.5% | $5,403-83.7% |