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 | $97,074 | $45,872+111.6% | $77,100+25.9% | $68,490+41.7% |
| Participation rate | 43.9% | 55.9%-12.0pp | 67.9%-24.0pp | 67.9%-24.0pp |
| Annual return | -10.70% | 1.73%-12.4pp | 42.35%-53.1pp | -7.85%-2.9pp |
| Employer contribution / active EE | $700 | $1,650-57.6% | $2,815-75.1% | $2,597-73.1% |
| Participant deferral / active EE | $3,294 | $2,963+11.2% | $4,430-25.6% | $4,028-18.2% |
| Admin fee / account holder | $5,485 | $3,041+80.3% | $5,443+0.8% | $5,403+1.5% |