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 | $42,495 | $142,392-70.2% | $119,622-64.5% | $134,532-68.4% |
| Participation rate | 64.3% | 82.8%-18.5pp | 79.3%-15.0pp | 81.2%-16.9pp |
| Annual return | -19.82% | -12.46%-7.4pp | -14.98%-4.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,078 | $6,467-67.9% | $5,601-62.9% | $6,401-67.5% |
| Admin fee / account holder | $1,914 | $13,593-85.9% | $10,328-81.5% | $11,429-83.3% |