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 | $17,666 | $30,732-42.5% | $59,496-70.3% | $59,633-70.4% |
| Participation rate | 67.3% | 43.2%+24.1pp | 54.6%+12.7pp | 68.7%-1.4pp |
| Annual return | -3.14% | 4.47%-7.6pp | 182.05%-185.2pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $1,182 | $631+87.5% | $1,153+2.6% | $2,203-46.3% |
| Participant deferral / active EE | $573 | $1,183-51.6% | $1,829-68.7% | $3,192-82.1% |
| Admin fee / account holder | $2,776 | $2,136+30.0% | $2,232+24.4% | $4,297-35.4% |