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 | $21,115 | $138,078-84.7% | $125,363-83.2% | $134,509-84.3% |
| Participation rate | 26.7% | 84.5%-57.8pp | 82.4%-55.7pp | 81.2%-54.6pp |
| Annual return | -19.96% | 750.49%-770.4pp | 572.15%-592.1pp | 418.13%-438.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,352 | $7,800-57.0% | $7,447-55.0% | $6,400-47.6% |
| Admin fee / account holder | $7,264 | $11,566-37.2% | $10,005-27.4% | $11,427-36.4% |