Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $131,277 | $69,012+90.2% | $160,009-18.0% | $68,486+91.7% |
| Participation rate | 66.7% | 65.4%+1.2pp | 78.0%-11.3pp | 67.9%-1.2pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.85%-408.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $797 | $2,212-64.0% | $4,225-81.1% | $2,597-69.3% |
| Participant deferral / active EE | $2,485 | $4,212-41.0% | $6,183-59.8% | $4,028-38.3% |
| Admin fee / account holder | $732 | $4,798-84.7% | $8,715-91.6% | $5,404-86.5% |