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 | $39,291 | $53,412-26.4% | $68,509-42.6% | $52,331-24.9% |
| Participation rate | 66.7% | 71.7%-5.0pp | 74.7%-8.1pp | 68.1%-1.4pp |
| Annual return | -0.30% | 3.42%-3.7pp | 8.27%-8.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,346 | $1,607-16.2% | $2,278-40.9% | $1,882-28.5% |
| Participant deferral / active EE | $2,943 | $2,688+9.5% | $3,382-13.0% | $3,022-2.6% |
| Admin fee / account holder | $1,136 | $461+146.4% | $5,275-78.5% | $592+92.0% |