Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,995 | $105,866-68.8% | $90,766-63.6% | $134,545-75.5% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | -17.09% | -10.99%-6.1pp | -12.16%-4.9pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,068 | $3,464-69.2% | $2,922-63.4% | $4,742-77.5% |
| Participant deferral / active EE | $1,564 | $5,217-70.0% | $4,565-65.7% | $6,401-75.6% |
| Admin fee / account holder | $1,045 | $13,938-92.5% | $8,446-87.6% | $11,431-90.9% |