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 | $32,417 | $90,607-64.2% | $79,467-59.2% | $135,380-76.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -8.58% | 977.74%-986.3pp | 718.30%-726.9pp | 519.81%-528.4pp |
| Employer contribution / active EE | $2,329 | $3,068-24.1% | $2,800-16.8% | $4,779-51.3% |
| Participant deferral / active EE | $3,651 | $4,050-9.9% | $3,704-1.4% | $5,609-34.9% |
| Admin fee / account holder | $3,482 | $5,895-40.9% | $5,104-31.8% | $10,828-67.8% |