Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,833 | $73,848-81.3% | $143,799-90.4% | $68,486-79.8% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.0pp |
| Annual return | -12.62% | 0.91%-13.5pp | -0.04%-12.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $1,061 | $3,184-66.7% | $4,952-78.6% | $2,597-59.1% |
| Participant deferral / active EE | $3,310 | $3,385-2.2% | $5,638-41.3% | $4,028-17.8% |
| Admin fee / account holder | $2,411 | $5,755-58.1% | $14,677-83.6% | $5,404-55.4% |