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 | $40,331 | $48,267-16.4% | $68,794-41.4% | $68,495-41.1% |
| Participation rate | 61.4% | 60.7%+0.7pp | 69.0%-7.7pp | 67.9%-6.5pp |
| Annual return | -15.54% | -12.70%-2.8pp | -6.37%-9.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $650 | $1,829-64.5% | $2,656-75.5% | $2,596-75.0% |
| Participant deferral / active EE | $5,196 | $2,867+81.3% | $3,941+31.8% | $4,028+29.0% |
| Admin fee / account holder | $10,928 | $4,362+150.5% | $4,934+121.5% | $5,403+102.3% |