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 | $43,995 | $56,197-21.7% | $67,652-35.0% | $59,633-26.2% |
| Participation rate | 55.8% | 71.5%-15.7pp | 75.7%-19.9pp | 68.7%-12.9pp |
| Annual return | -0.59% | 18508.10%-18508.7pp | 6625.40%-6626.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $735 | $1,615-54.5% | $2,266-67.6% | $2,203-66.6% |
| Participant deferral / active EE | $2,968 | $2,844+4.4% | $3,560-16.6% | $3,192-7.0% |
| Admin fee / account holder | $7,146 | $3,958+80.5% | $4,821+48.2% | $4,297+66.3% |