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 | $49,342 | $69,012-28.5% | $160,037-69.2% | $68,490-28.0% |
| Participation rate | 44.9% | 65.4%-20.5pp | 78.0%-33.1pp | 67.9%-23.0pp |
| Annual return | -14.81% | -9.65%-5.2pp | 408.95%-423.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,231 | $2,212-44.4% | $4,226-70.9% | $2,597-52.6% |
| Participant deferral / active EE | $1,938 | $4,212-54.0% | $6,184-68.7% | $4,028-51.9% |
| Admin fee / account holder | $33,648 | $4,798+601.2% | $8,716+286.0% | $5,403+522.8% |