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 | $95,271 | $142,392-33.1% | $119,622-20.4% | $134,532-29.2% |
| Participation rate | 65.2% | 82.8%-17.6pp | 79.3%-14.0pp | 81.2%-16.0pp |
| Annual return | -16.80% | -12.46%-4.3pp | -14.98%-1.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,705 | $5,224-67.4% | $4,232-59.7% | $4,741-64.0% |
| Participant deferral / active EE | $2,922 | $6,467-54.8% | $5,601-47.8% | $6,401-54.3% |
| Admin fee / account holder | $993 | $13,593-92.7% | $10,328-90.4% | $11,429-91.3% |