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 | $64,247 | $45,872+40.1% | $77,096-16.7% | $68,486-6.2% |
| Participation rate | 57.1% | 55.9%+1.2pp | 67.9%-10.8pp | 67.9%-10.8pp |
| Annual return | -16.65% | 1.73%-18.4pp | 42.35%-59.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,223 | $2,963+42.5% | $4,429-4.7% | $4,028+4.9% |
| Admin fee / account holder | $13,460 | $3,041+342.6% | $5,428+148.0% | $5,404+149.1% |