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 | $18,322 | $90,607-79.8% | $79,467-76.9% | $135,380-86.5% |
| Participation rate | 56.3% | 76.0%-19.8pp | 73.3%-17.1pp | 82.6%-26.4pp |
| Annual return | -5.50% | 977.74%-983.2pp | 718.30%-723.8pp | 519.81%-525.3pp |
| Employer contribution / active EE | $506 | $3,068-83.5% | $2,800-81.9% | $4,779-89.4% |
| Participant deferral / active EE | $1,134 | $4,050-72.0% | $3,704-69.4% | $5,609-79.8% |
| Admin fee / account holder | $2,312 | $5,895-60.8% | $5,104-54.7% | $10,828-78.6% |