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 | $98,912 | $62,583+58.0% | $76,767+28.8% | $64,173+54.1% |
| Participation rate | 46.9% | 72.8%-25.9pp | 77.0%-30.1pp | 69.6%-22.7pp |
| Annual return | -0.91% | -1.95%+1.0pp | 2.43%-3.3pp | 7.63%-8.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,487 | $3,145-20.9% | $3,852-35.4% | $3,470-28.3% |
| Admin fee / account holder | $11,961 | $4,667+156.3% | $6,675+79.2% | $4,887+144.7% |