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 | $58,721 | $82,674-29.0% | $125,381-53.2% | $68,486-14.3% |
| Participation rate | 67.4% | 75.1%-7.6pp | 82.4%-14.9pp | 67.9%-0.5pp |
| Annual return | -18.98% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,863 | $3,382+14.2% | $4,815-19.8% | $2,597+48.8% |
| Participant deferral / active EE | $7,949 | $6,111+30.1% | $7,448+6.7% | $4,028+97.4% |
| Admin fee / account holder | $3,120 | $6,277-50.3% | $10,007-68.8% | $5,404-42.3% |