Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,170 | $71,873-37.2% | $86,698-47.9% | $68,490-34.0% |
| Participation rate | 58.0% | 72.2%-14.2pp | 76.6%-18.6pp | 67.9%-9.9pp |
| Annual return | -9.11% | 3.54%-12.6pp | 35.96%-45.1pp | -7.85%-1.3pp |
| Employer contribution / active EE | $1,608 | $2,173-26.0% | $2,837-43.3% | $2,597-38.1% |
| Participant deferral / active EE | $2,604 | $3,779-31.1% | $4,656-44.1% | $4,028-35.3% |
| Admin fee / account holder | $10,439 | $6,110+70.8% | $7,492+39.3% | $5,403+93.2% |