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 | $44,032 | $82,324-46.5% | $68,803-36.0% | $134,545-67.3% |
| Participation rate | 26.7% | 75.1%-48.4pp | 69.0%-42.4pp | 81.2%-54.6pp |
| Annual return | -15.90% | -2.17%-13.7pp | -6.37%-9.5pp | 418.37%-434.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,249 | $4,740-73.7% | $3,942-68.3% | $6,401-80.5% |
| Admin fee / account holder | $943 | $6,485-85.5% | $4,936-80.9% | $11,431-91.7% |