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 | $17,060 | $95,917-82.2% | $79,583-78.6% | $134,545-87.3% |
| Participation rate | 35.3% | 75.0%-39.8pp | 69.5%-34.2pp | 81.2%-45.9pp |
| Annual return | -18.37% | -2.70%-15.7pp | 0.16%-18.5pp | 418.37%-436.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,387 | $4,694-70.5% | $3,986-65.2% | $6,401-78.3% |
| Admin fee / account holder | $16,468 | $9,132+80.3% | $6,835+140.9% | $11,431+44.1% |