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 | $68,363 | $88,603-22.8% | $69,890-2.2% | $134,545-49.2% |
| Participation rate | 45.5% | 74.9%-29.5pp | 70.5%-25.0pp | 81.2%-35.8pp |
| Annual return | -13.96% | 442.93%-456.9pp | 190.84%-204.8pp | 418.37%-432.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,498 | $4,771-68.6% | $3,848-61.1% | $6,401-76.6% |
| Admin fee / account holder | $15,973 | $10,443+52.9% | $6,267+154.9% | $11,431+39.7% |