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 | $22,122 | $88,603-75.0% | $69,890-68.3% | $134,545-83.6% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -10.37% | 442.93%-453.3pp | 190.84%-201.2pp | 418.37%-428.7pp |
| Employer contribution / active EE | $1,541 | $3,236-52.4% | $2,560-39.8% | $4,742-67.5% |
| Participant deferral / active EE | $2,375 | $4,771-50.2% | $3,848-38.3% | $6,401-62.9% |
| Admin fee / account holder | $19,716 | $10,443+88.8% | $6,267+214.6% | $11,431+72.5% |