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 | $44,635 | $84,685-47.3% | $73,836-39.5% | $125,389-64.4% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -0.22% | 3123.80%-3124.0pp | 2268.06%-2268.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,551 | $3,123-50.3% | $2,787-44.4% | $4,866-68.1% |
| Participant deferral / active EE | $4,019 | $3,993+0.7% | $3,583+12.2% | $5,352-24.9% |
| Admin fee / account holder | $125,912 | $5,694+2111.3% | $4,882+2479.2% | $9,541+1219.7% |