Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $66,790 | $175,646-62.0% | $129,118-48.3% | $134,545-50.4% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.2%-10.6pp | 81.2%-14.6pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,886 | $6,355-38.9% | $5,051-23.1% | $4,742-18.0% |
| Participant deferral / active EE | $6,090 | $7,970-23.6% | $6,539-6.9% | $6,401-4.9% |
| Admin fee / account holder | $1,956 | $23,578-91.7% | $14,305-86.3% | $11,431-82.9% |