Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,067 | $95,979-69.7% | $74,551-61.0% | $135,380-78.5% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -6.63% | 56.97%-63.6pp | 32.53%-39.2pp | 519.81%-526.4pp |
| Employer contribution / active EE | $468 | $2,716-82.8% | $1,961-76.1% | $4,779-90.2% |
| Participant deferral / active EE | $922 | $3,844-76.0% | $3,108-70.3% | $5,609-83.6% |
| Admin fee / account holder | $369 | $6,522-94.3% | $5,059-92.7% | $10,828-96.6% |