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 | $184,040 | $53,546+243.7% | $69,884+163.4% | $68,486+168.7% |
| Participation rate | 0.0% | 64.5%-64.5pp | 70.5%-70.5pp | 67.9%-67.9pp |
| Annual return | -9.62% | -13.87%+4.2pp | 190.81%-200.4pp | -7.85%-1.8pp |
| Employer contribution / active EE | $724 | $2,019-64.1% | $2,560-71.7% | $2,597-72.1% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $18,042 | $4,693+284.5% | $6,266+187.9% | $5,404+233.9% |