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 | $17,304 | $92,684-81.3% | $82,706-79.1% | $134,509-87.1% |
| Participation rate | 65.0% | 75.2%-10.2pp | 72.6%-7.6pp | 81.2%-16.2pp |
| Annual return | -18.92% | 945.84%-964.8pp | 701.76%-720.7pp | 418.13%-437.1pp |
| Employer contribution / active EE | $1,276 | $3,272-61.0% | $3,007-57.6% | $4,741-73.1% |
| Participant deferral / active EE | $2,792 | $4,800-41.8% | $4,394-36.5% | $6,400-56.4% |
| Admin fee / account holder | $319 | $5,982-94.7% | $5,329-94.0% | $11,427-97.2% |