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 | $19,627 | $88,585-77.8% | $69,884-71.9% | $134,532-85.4% |
| Participation rate | 47.1% | 74.9%-27.8pp | 70.5%-23.4pp | 81.2%-34.2pp |
| Annual return | -15.56% | 442.80%-458.4pp | 190.81%-206.4pp | 418.27%-433.8pp |
| Employer contribution / active EE | $870 | $3,235-73.1% | $2,560-66.0% | $4,741-81.7% |
| Participant deferral / active EE | $2,541 | $4,770-46.7% | $3,848-34.0% | $6,401-60.3% |
| Admin fee / account holder | $1,219 | $10,441-88.3% | $6,266-80.6% | $11,429-89.3% |