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 | $39,799 | $56,197-29.2% | $67,652-41.2% | $59,633-33.3% |
| Participation rate | 58.1% | 71.5%-13.4pp | 75.7%-17.6pp | 68.7%-10.6pp |
| Annual return | -1.35% | 18508.10%-18509.5pp | 6625.40%-6626.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,437 | $2,844-49.5% | $3,560-59.6% | $3,192-55.0% |
| Admin fee / account holder | $8,464 | $3,958+113.8% | $4,821+75.6% | $4,297+97.0% |