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 | $69,642 | $107,806-35.4% | $90,655-23.2% | $135,382-48.6% |
| Participation rate | 58.3% | 78.0%-19.7pp | 74.0%-15.7pp | 82.6%-24.3pp |
| Annual return | -6.95% | -0.90%-6.1pp | 1.89%-8.8pp | 519.77%-526.7pp |
| Employer contribution / active EE | $672 | $3,018-77.7% | $2,532-73.5% | $4,779-85.9% |
| Participant deferral / active EE | $4,734 | $3,872+22.3% | $3,425+38.2% | $5,609-15.6% |
| Admin fee / account holder | $631 | $5,931-89.4% | $4,994-87.4% | $10,829-94.2% |