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 | $79,970 | $95,188-16.0% | $76,518+4.5% | $135,380-40.9% |
| Participation rate | 68.8% | 74.4%-5.6pp | 68.0%+0.8pp | 82.6%-13.9pp |
| Annual return | -10.13% | 4.85%-15.0pp | -0.27%-9.9pp | 519.81%-529.9pp |
| Employer contribution / active EE | $2,785 | $3,303-15.7% | $2,647+5.2% | $4,779-41.7% |
| Participant deferral / active EE | $7,469 | $4,640+61.0% | $3,836+94.7% | $5,609+33.2% |
| Admin fee / account holder | $2,595 | $6,249-58.5% | $4,849-46.5% | $10,828-76.0% |