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 | $29,199 | $48,267-39.5% | $68,794-57.6% | $68,495-57.4% |
| Participation rate | 57.5% | 60.7%-3.2pp | 69.0%-11.5pp | 67.9%-10.4pp |
| Annual return | -15.79% | -12.70%-3.1pp | -6.37%-9.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $847 | $1,829-53.7% | $2,656-68.1% | $2,596-67.4% |
| Participant deferral / active EE | $2,189 | $2,867-23.6% | $3,941-44.4% | $4,028-45.6% |
| Admin fee / account holder | $2,445 | $4,362-44.0% | $4,934-50.4% | $5,403-54.7% |