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 | $56,521 | $44,850+26.0% | $60,547-6.7% | $59,633-5.2% |
| Participation rate | 41.2% | 59.5%-18.3pp | 68.0%-26.8pp | 68.7%-27.5pp |
| Annual return | -0.88% | 1074.14%-1075.0pp | 335.64%-336.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,219 | $2,230-45.3% | $3,328-63.4% | $3,192-61.8% |
| Admin fee / account holder | $5,013 | $3,635+37.9% | $4,536+10.5% | $4,297+16.7% |