Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,046 | $90,607-86.7% | $79,467-84.8% | $135,380-91.1% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -3.70% | 977.74%-981.4pp | 718.30%-722.0pp | 519.81%-523.5pp |
| Employer contribution / active EE | $1,112 | $3,068-63.8% | $2,800-60.3% | $4,779-76.7% |
| Participant deferral / active EE | $2,595 | $4,050-35.9% | $3,704-29.9% | $5,609-53.7% |
| Admin fee / account holder | $11,010 | $5,895+86.8% | $5,104+115.7% | $10,828+1.7% |