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 | $25,427 | $49,177-48.3% | $79,467-68.0% | $64,173-60.4% |
| Participation rate | 34.5% | 65.0%-30.5pp | 73.3%-38.8pp | 69.6%-35.0pp |
| Annual return | -6.07% | -1.16%-4.9pp | 718.30%-724.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $775 | $2,076-62.7% | $2,800-72.3% | $2,381-67.4% |
| Participant deferral / active EE | $1,007 | $2,821-64.3% | $3,704-72.8% | $3,470-71.0% |
| Admin fee / account holder | $3,150 | $3,839-17.9% | $5,104-38.3% | $4,887-35.6% |