Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,285 | $30,732-4.7% | $59,496-50.8% | $59,633-50.9% |
| Participation rate | 26.2% | 43.2%-17.0pp | 54.6%-28.3pp | 68.7%-42.4pp |
| Annual return | -3.12% | 4.47%-7.6pp | 182.05%-185.2pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $69 | $631-89.0% | $1,153-94.0% | $2,203-96.9% |
| Participant deferral / active EE | $395 | $1,183-66.6% | $1,829-78.4% | $3,192-87.6% |
| Admin fee / account holder | $1,536 | $2,136-28.1% | $2,232-31.2% | $4,297-64.2% |