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 | $42,468 | $84,551-49.8% | $61,452-30.9% | $134,532-68.4% |
| Participation rate | 21.7% | 62.2%-40.5pp | 52.6%-30.8pp | 81.2%-59.5pp |
| Annual return | -17.52% | 585.39%-602.9pp | 338.96%-356.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $789 | $1,545-48.9% | $1,160-31.9% | $4,741-83.4% |
| Participant deferral / active EE | $2,405 | $2,818-14.7% | $2,125+13.2% | $6,401-62.4% |
| Admin fee / account holder | $2,192 | $2,587-15.3% | $2,131+2.9% | $11,429-80.8% |