Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,950 | $92,684-48.3% | $82,706-42.0% | $134,509-64.4% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.6%-54.4pp | 81.2%-63.0pp |
| Annual return | -14.86% | 945.84%-960.7pp | 701.76%-716.6pp | 418.13%-433.0pp |
| Employer contribution / active EE | $597 | $3,272-81.8% | $3,007-80.2% | $4,741-87.4% |
| Participant deferral / active EE | $1,603 | $4,800-66.6% | $4,394-63.5% | $6,400-75.0% |
| Admin fee / account holder | $11,871 | $5,982+98.4% | $5,329+122.8% | $11,427+3.9% |