Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,409 | $82,674-48.7% | $125,381-66.2% | $68,486-38.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 82.4%-25.2pp | 67.9%-10.8pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.31%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,431 | $6,111-43.8% | $7,448-53.9% | $4,028-14.8% |
| Admin fee / account holder | $465 | $6,277-92.6% | $10,007-95.4% | $5,404-91.4% |