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 | $47,398 | $84,551-43.9% | $61,452-22.9% | $134,532-64.8% |
| Participation rate | 52.2% | 62.2%-10.0pp | 52.6%-0.4pp | 81.2%-29.1pp |
| Annual return | -16.77% | 585.39%-602.2pp | 338.96%-355.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,488 | $1,545-3.7% | $1,160+28.3% | $4,741-68.6% |
| Participant deferral / active EE | $6,963 | $2,818+147.0% | $2,125+227.7% | $6,401+8.8% |
| Admin fee / account holder | $23,608 | $2,587+812.4% | $2,131+1007.9% | $11,429+106.6% |