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 | $66,793 | $48,235+38.5% | $68,803-2.9% | $68,490-2.5% |
| Participation rate | 51.4% | 60.7%-9.2pp | 69.0%-17.6pp | 67.9%-16.5pp |
| Annual return | -15.52% | -12.70%-2.8pp | -6.37%-9.2pp | -7.85%-7.7pp |
| Employer contribution / active EE | $364 | $1,829-80.1% | $2,656-86.3% | $2,597-86.0% |
| Participant deferral / active EE | $3,195 | $2,867+11.5% | $3,942-18.9% | $4,028-20.7% |
| Admin fee / account holder | $3,147 | $4,361-27.8% | $4,936-36.2% | $5,403-41.8% |