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 | $88,469 | $53,162+66.4% | $91,225-3.0% | $68,495+29.2% |
| Participation rate | 50.0% | 63.2%-13.2pp | 73.2%-23.2pp | 67.9%-17.9pp |
| Annual return | -15.96% | -3.14%-12.8pp | 114.10%-130.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $936 | $1,709-45.2% | $2,851-67.2% | $2,596-63.9% |
| Participant deferral / active EE | $2,947 | $2,974-0.9% | $4,234-30.4% | $4,028-26.8% |
| Admin fee / account holder | $799 | $4,493-82.2% | $5,422-85.3% | $5,403-85.2% |