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 | $53,121 | $71,873-26.1% | $86,698-38.7% | $68,490-22.4% |
| Participation rate | 62.7% | 72.2%-9.6pp | 76.6%-13.9pp | 67.9%-5.2pp |
| Annual return | -18.11% | 3.54%-21.6pp | 35.96%-54.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,741 | $3,779-27.5% | $4,656-41.1% | $4,028-31.9% |
| Admin fee / account holder | $1,109 | $6,110-81.8% | $7,492-85.2% | $5,403-79.5% |