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 | $91,348 | $46,697+95.6% | $117,533-22.3% | $68,486+33.4% |
| Participation rate | 34.8% | 56.8%-22.0pp | 70.6%-35.8pp | 67.9%-33.1pp |
| Annual return | -16.19% | -14.52%-1.7pp | 29.77%-46.0pp | -7.85%-8.3pp |
| Employer contribution / active EE | $3,034 | $1,506+101.5% | $4,179-27.4% | $2,597+16.8% |
| Participant deferral / active EE | $4,385 | $2,637+66.3% | $4,072+7.7% | $4,028+8.9% |
| Admin fee / account holder | $325 | $4,023-91.9% | $5,647-94.2% | $5,404-94.0% |