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 | $44,059 | $56,197-21.6% | $67,652-34.9% | $59,633-26.1% |
| Participation rate | 68.3% | 71.5%-3.2pp | 75.7%-7.4pp | 68.7%-0.4pp |
| Annual return | -1.89% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,597 | $2,844-8.7% | $3,560-27.1% | $3,192-18.6% |
| Admin fee / account holder | $1,242 | $3,958-68.6% | $4,821-74.2% | $4,297-71.1% |