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 | $9,826 | $49,897-80.3% | $80,648-87.8% | $75,177-86.9% |
| Participation rate | 39.8% | 55.3%-15.5pp | 67.0%-27.2pp | 67.2%-27.4pp |
| Annual return | 14.98% | 34.68%-19.7pp | 937.21%-922.2pp | 160.75%-145.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $863 | $2,992-71.2% | $4,443-80.6% | $4,126-79.1% |
| Admin fee / account holder | $579 | $3,579-83.8% | $5,382-89.2% | $5,651-89.8% |