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 | $30,402 | $42,909-29.1% | $60,906-50.1% | $68,486-55.6% |
| Participation rate | 64.4% | 66.8%-2.3pp | 73.1%-8.7pp | 67.9%-3.4pp |
| Annual return | -15.19% | -13.99%-1.2pp | 16.94%-32.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,548 | $1,979-21.8% | $2,703-42.7% | $2,597-40.4% |
| Participant deferral / active EE | $3,345 | $2,866+16.7% | $3,814-12.3% | $4,028-17.0% |
| Admin fee / account holder | $1,536 | $3,104-50.5% | $3,227-52.4% | $5,404-71.6% |