Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,498 | $54,357-56.8% | $82,706-71.6% | $68,495-65.7% |
| Participation rate | 54.3% | 63.9%-9.6pp | 72.6%-18.3pp | 67.9%-13.6pp |
| Annual return | -17.30% | -13.67%-3.6pp | 701.76%-719.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $739 | $2,218-66.7% | $3,007-75.4% | $2,596-71.5% |
| Participant deferral / active EE | $2,039 | $3,246-37.2% | $4,394-53.6% | $4,028-49.4% |
| Admin fee / account holder | $737 | $4,396-83.2% | $5,329-86.2% | $5,403-86.4% |