Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,655 | $106,549-86.2% | $91,225-83.9% | $134,509-89.1% |
| Participation rate | 55.0% | 76.8%-21.8pp | 73.2%-18.2pp | 81.2%-26.2pp |
| Annual return | 0.00% | 160.73%-160.7pp | 114.10%-114.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,308 | $3,331-60.8% | $2,851-54.1% | $4,741-72.4% |
| Participant deferral / active EE | $3,161 | $4,719-33.0% | $4,234-25.3% | $6,400-50.6% |
| Admin fee / account holder | $309 | $6,234-95.0% | $5,422-94.3% | $11,427-97.3% |