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 | $3,715 | $27,639-86.6% | $61,501-94.0% | $68,490-94.6% |
| Participation rate | 28.9% | 39.5%-10.6pp | 52.6%-23.6pp | 67.9%-38.9pp |
| Annual return | -6.71% | -13.19%+6.5pp | 339.04%-345.8pp | -7.85%+1.1pp |
| Employer contribution / active EE | $97 | $696-86.0% | $1,160-91.6% | $2,597-96.2% |
| Participant deferral / active EE | $279 | $1,264-78.0% | $2,125-86.9% | $4,028-93.1% |
| Admin fee / account holder | $618 | $2,012-69.3% | $2,132-71.0% | $5,403-88.6% |