Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,026 | $95,895-59.3% | $79,576-51.0% | $134,509-71.0% |
| Participation rate | 61.1% | 75.0%-13.9pp | 69.5%-8.4pp | 81.2%-20.1pp |
| Annual return | -8.64% | -2.72%-5.9pp | 0.15%-8.8pp | 418.13%-426.8pp |
| Employer contribution / active EE | $1,701 | $3,128-45.6% | $2,413-29.5% | $4,741-64.1% |
| Participant deferral / active EE | $3,559 | $4,693-24.2% | $3,985-10.7% | $6,400-44.4% |
| Admin fee / account holder | $693 | $9,129-92.4% | $6,834-89.9% | $11,427-93.9% |