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 | $19,337 | $90,607-78.7% | $79,467-75.7% | $135,380-85.7% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 82.6%-24.3pp |
| Annual return | -6.55% | 977.74%-984.3pp | 718.30%-724.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,053 | $3,068-65.7% | $2,800-62.4% | $4,779-78.0% |
| Participant deferral / active EE | $2,269 | $4,050-44.0% | $3,704-38.8% | $5,609-59.6% |
| Admin fee / account holder | $1,258 | $5,895-78.7% | $5,104-75.4% | $10,828-88.4% |