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 | $18,259 | $90,607-79.8% | $79,467-77.0% | $135,380-86.5% |
| Participation rate | 53.3% | 76.0%-22.7pp | 73.3%-20.0pp | 82.6%-29.3pp |
| Annual return | -5.69% | 977.74%-983.4pp | 718.30%-724.0pp | 519.81%-525.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,728 | $4,050-8.0% | $3,704+0.7% | $5,609-33.5% |
| Admin fee / account holder | $6,200 | $5,895+5.2% | $5,104+21.5% | $10,828-42.7% |