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 | $39,438 | $101,283-61.1% | $75,826-48.0% | $135,380-70.9% |
| Participation rate | 25.0% | 72.7%-47.7pp | 68.2%-43.2pp | 82.6%-57.6pp |
| Annual return | -6.45% | 3384.62%-3391.1pp | 1914.15%-1920.6pp | 519.81%-526.3pp |
| Employer contribution / active EE | $38 | $2,382-98.4% | $1,913-98.0% | $4,779-99.2% |
| Participant deferral / active EE | $528 | $3,469-84.8% | $2,862-81.6% | $5,609-90.6% |
| Admin fee / account holder | $1,384 | $6,539-78.8% | $4,726-70.7% | $10,828-87.2% |