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 | $76,414 | $53,162+43.7% | $91,225-16.2% | $68,486+11.6% |
| Participation rate | 25.8% | 63.2%-37.4pp | 73.2%-47.4pp | 67.9%-42.1pp |
| Annual return | -17.96% | -3.14%-14.8pp | 114.12%-132.1pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,099 | $1,709-35.7% | $2,851-61.4% | $2,597-57.7% |
| Participant deferral / active EE | $3,673 | $2,974+23.5% | $4,233-13.2% | $4,028-8.8% |
| Admin fee / account holder | $1,116 | $4,493-75.2% | $5,422-79.4% | $5,404-79.4% |