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 | $65,756 | $59,819+9.9% | $79,583-17.4% | $68,490-4.0% |
| Participation rate | 28.9% | 61.1%-32.2pp | 69.5%-40.6pp | 67.9%-39.0pp |
| Annual return | -15.32% | -12.30%-3.0pp | 0.16%-15.5pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,637 | $3,025+20.2% | $3,986-8.8% | $4,028-9.7% |
| Admin fee / account holder | $1,581 | $4,835-67.3% | $6,835-76.9% | $5,403-70.7% |