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 | $42,142 | $73,863-42.9% | $143,797-70.7% | $68,490-38.5% |
| Participation rate | 48.3% | 66.7%-18.4pp | 80.3%-32.0pp | 67.9%-19.6pp |
| Annual return | -16.77% | 0.91%-17.7pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $825 | $3,185-74.1% | $4,952-83.3% | $2,597-68.2% |
| Participant deferral / active EE | $2,033 | $3,385-39.9% | $5,638-63.9% | $4,028-49.5% |
| Admin fee / account holder | $3,718 | $5,756-35.4% | $14,679-74.7% | $5,403-31.2% |