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 | $57,672 | $133,998-57.0% | $112,263-48.6% | $134,545-57.1% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -20.25% | 47.17%-67.4pp | 27.49%-47.7pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,263 | $4,040-68.7% | $3,636-65.3% | $4,742-73.4% |
| Participant deferral / active EE | $2,147 | $5,292-59.4% | $4,729-54.6% | $6,401-66.5% |
| Admin fee / account holder | $22,846 | $7,493+204.9% | $6,410+256.4% | $11,431+99.9% |