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 | $45,527 | $61,660-26.2% | $80,022-43.1% | $64,173-29.1% |
| Participation rate | 69.0% | 71.7%-2.6pp | 75.8%-6.8pp | 69.6%-0.5pp |
| Annual return | -4.80% | -0.33%-4.5pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $723 | $1,810-60.1% | $2,468-70.7% | $2,381-69.6% |
| Participant deferral / active EE | $1,640 | $2,968-44.7% | $3,686-55.5% | $3,470-52.7% |
| Admin fee / account holder | $819 | $5,417-84.9% | $6,521-87.4% | $4,887-83.2% |