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 | $16,900 | $32,117-47.4% | $71,089-76.2% | $64,173-73.7% |
| Participation rate | 63.2% | 42.7%+20.5pp | 54.6%+8.6pp | 69.6%-6.3pp |
| Annual return | -4.53% | -5.57%+1.0pp | 650.65%-655.2pp | 7.63%-12.2pp |
| Employer contribution / active EE | $310 | $712-56.4% | $1,088-71.5% | $2,381-87.0% |
| Participant deferral / active EE | $891 | $1,263-29.5% | $1,873-52.4% | $3,470-74.3% |
| Admin fee / account holder | $1,878 | $2,759-31.9% | $3,082-39.1% | $4,887-61.6% |