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 | $9,008 | $27,632-67.4% | $61,452-85.3% | $68,486-86.8% |
| Participation rate | 62.1% | 39.5%+22.6pp | 52.6%+9.5pp | 67.9%-5.8pp |
| Annual return | -19.44% | -13.24%-6.2pp | 338.96%-358.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $630 | $696-9.5% | $1,160-45.7% | $2,597-75.7% |
| Participant deferral / active EE | $1,003 | $1,264-20.6% | $2,125-52.8% | $4,028-75.1% |
| Admin fee / account holder | $623 | $2,010-69.0% | $2,131-70.7% | $5,404-88.5% |