Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,990 | $95,915-87.5% | $79,580-84.9% | $134,532-91.1% |
| Participation rate | 60.9% | 75.0%-14.2pp | 69.5%-8.6pp | 81.2%-20.4pp |
| Annual return | -15.40% | -2.71%-12.7pp | 0.15%-15.6pp | 418.27%-433.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,621 | $4,693-65.5% | $3,985-59.3% | $6,401-74.7% |
| Admin fee / account holder | $7,659 | $9,132-16.1% | $6,835+12.1% | $11,429-33.0% |