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 | $13,181 | $134,001-90.2% | $112,258-88.3% | $134,509-90.2% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -14.62% | 47.15%-61.8pp | 27.47%-42.1pp | 418.13%-432.8pp |
| Employer contribution / active EE | $1,087 | $4,039-73.1% | $3,636-70.1% | $4,741-77.1% |
| Participant deferral / active EE | $1,825 | $5,291-65.5% | $4,728-61.4% | $6,400-71.5% |
| Admin fee / account holder | $3,038 | $7,491-59.4% | $6,411-52.6% | $11,427-73.4% |