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 | $40,392 | $45,566-11.4% | $64,105-37.0% | $59,633-32.3% |
| Participation rate | 27.9% | 60.2%-32.3pp | 68.2%-40.3pp | 68.7%-40.8pp |
| Annual return | -2.17% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $196 | $934-79.0% | $1,820-89.2% | $2,203-91.1% |
| Participant deferral / active EE | $1,165 | $2,057-43.3% | $2,822-58.7% | $3,192-63.5% |
| Admin fee / account holder | $2,920 | $3,268-10.6% | $4,499-35.1% | $4,297-32.0% |