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 | $21,107 | $45,152-53.3% | $73,836-71.4% | $59,633-64.6% |
| Participation rate | 58.2% | 64.0%-5.8pp | 73.4%-15.2pp | 68.7%-10.5pp |
| Annual return | -0.13% | 27.40%-27.5pp | 2268.06%-2268.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,162 | $1,901-38.9% | $2,787-58.3% | $2,203-47.2% |
| Participant deferral / active EE | $2,256 | $2,573-12.3% | $3,583-37.0% | $3,192-29.3% |
| Admin fee / account holder | $676 | $3,515-80.8% | $4,882-86.1% | $4,297-84.3% |