Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,120 | $64,729-28.7% | $112,263-58.9% | $68,490-32.7% |
| Participation rate | 51.7% | 67.2%-15.4pp | 75.1%-23.3pp | 67.9%-16.2pp |
| Annual return | -18.40% | -11.40%-7.0pp | 27.49%-45.9pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,144 | $3,566-39.9% | $4,729-54.7% | $4,028-46.8% |
| Admin fee / account holder | $1,189 | $5,222-77.2% | $6,410-81.5% | $5,403-78.0% |