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 | $16,386 | $92,766-82.3% | $82,763-80.2% | $134,545-87.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -16.58% | 946.97%-963.6pp | 702.45%-719.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,760 | $3,273-15.7% | $3,008-8.3% | $4,742-41.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,095 | $5,978+68.9% | $5,325+89.6% | $11,431-11.7% |