Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,718 | $84,628-82.6% | $61,501-76.1% | $134,545-89.1% |
| Participation rate | 18.8% | 62.2%-43.5pp | 52.6%-33.8pp | 81.2%-62.5pp |
| Annual return | -20.50% | 585.61%-606.1pp | 339.04%-359.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $292 | $1,545-81.1% | $1,160-74.8% | $4,742-93.8% |
| Participant deferral / active EE | $2,910 | $2,819+3.2% | $2,125+37.0% | $6,401-54.5% |
| Admin fee / account holder | $480 | $2,587-81.5% | $2,132-77.5% | $11,431-95.8% |