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 | $58,893 | $75,959-22.5% | $154,114-61.8% | $64,181-8.2% |
| Participation rate | 46.6% | 70.4%-23.8pp | 83.0%-36.5pp | 69.6%-23.0pp |
| Annual return | -2.29% | 30.32%-32.6pp | 735.16%-737.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,511 | $3,350-54.9% | $5,298-71.5% | $2,381-36.5% |
| Participant deferral / active EE | $2,688 | $3,175-15.3% | $5,081-47.1% | $3,470-22.5% |
| Admin fee / account holder | $3,863 | $5,589-30.9% | $13,411-71.2% | $4,887-21.0% |