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 | $46,604 | $42,909+8.6% | $60,906-23.5% | $68,486-32.0% |
| Participation rate | 64.1% | 66.8%-2.7pp | 73.1%-9.0pp | 67.9%-3.8pp |
| Annual return | -15.86% | -13.99%-1.9pp | 16.94%-32.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,676 | $1,979-15.3% | $2,703-38.0% | $2,597-35.5% |
| Participant deferral / active EE | $3,874 | $2,866+35.2% | $3,814+1.6% | $4,028-3.8% |
| Admin fee / account holder | $12,509 | $3,104+303.0% | $3,227+287.6% | $5,404+131.5% |