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 | $22,719 | $92,743-75.5% | $82,744-72.5% | $134,532-83.1% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -19.47% | 946.63%-966.1pp | 702.22%-721.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $875 | $3,273-73.3% | $3,008-70.9% | $4,741-81.6% |
| Participant deferral / active EE | $1,576 | $4,802-67.2% | $4,395-64.1% | $6,401-75.4% |
| Admin fee / account holder | $1,312 | $5,977-78.1% | $5,325-75.4% | $11,429-88.5% |