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 | $18,049 | $39,798-54.6% | $67,704-73.3% | $59,633-69.7% |
| Participation rate | 30.6% | 57.4%-26.8pp | 67.5%-37.0pp | 68.7%-38.1pp |
| Annual return | -2.18% | 89.94%-92.1pp | 25.41%-27.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $934 | $2,335-60.0% | $3,585-73.9% | $3,192-70.7% |
| Admin fee / account holder | $1,118 | $3,212-65.2% | $4,255-73.7% | $4,297-74.0% |