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 | $62,510 | $53,162+17.6% | $91,225-31.5% | $68,486-8.7% |
| Participation rate | 66.7% | 63.2%+3.5pp | 73.2%-6.5pp | 67.9%-1.2pp |
| Annual return | -12.54% | -3.14%-9.4pp | 114.12%-126.7pp | -7.85%-4.7pp |
| Employer contribution / active EE | $745 | $1,709-56.4% | $2,851-73.9% | $2,597-71.3% |
| Participant deferral / active EE | $2,371 | $2,974-20.3% | $4,233-44.0% | $4,028-41.1% |
| Admin fee / account holder | $16,677 | $4,493+271.1% | $5,422+207.6% | $5,404+208.6% |