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 | $70,105 | $78,694-10.9% | $67,652+3.6% | $125,389-44.1% |
| Participation rate | 35.3% | 78.8%-43.5pp | 75.7%-40.4pp | 83.2%-47.9pp |
| Annual return | -1.71% | 9.46%-11.2pp | 6625.40%-6627.1pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,597 | $4,292-16.2% | $3,560+1.0% | $5,352-32.8% |
| Admin fee / account holder | $49,711 | $7,403+571.5% | $4,821+931.2% | $9,541+421.0% |