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 | $78,189 | $73,848+5.9% | $143,799-45.6% | $68,486+14.2% |
| Participation rate | 39.3% | 66.7%-27.3pp | 80.3%-41.0pp | 67.9%-28.5pp |
| Annual return | -15.60% | 0.91%-16.5pp | -0.04%-15.6pp | -7.85%-7.7pp |
| Employer contribution / active EE | $845 | $3,184-73.5% | $4,952-82.9% | $2,597-67.5% |
| Participant deferral / active EE | $1,647 | $3,385-51.3% | $5,638-70.8% | $4,028-59.1% |
| Admin fee / account holder | $8,203 | $5,755+42.5% | $14,677-44.1% | $5,404+51.8% |