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 | $17,387 | $45,872-62.1% | $77,081-77.4% | $68,495-74.6% |
| Participation rate | 61.5% | 55.9%+5.6pp | 67.9%-6.4pp | 67.9%-6.4pp |
| Annual return | -15.08% | 1.73%-16.8pp | 42.33%-57.4pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,882 | $1,650+14.1% | $2,813-33.1% | $2,596-27.5% |
| Participant deferral / active EE | $3,045 | $2,963+2.8% | $4,428-31.2% | $4,028-24.4% |
| Admin fee / account holder | $420 | $3,041-86.2% | $5,427-92.3% | $5,403-92.2% |