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 | $25,220 | $56,197-55.1% | $67,652-62.7% | $59,633-57.7% |
| Participation rate | 58.3% | 71.5%-13.1pp | 75.7%-17.3pp | 68.7%-10.3pp |
| Annual return | -0.04% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $362 | $1,615-77.6% | $2,266-84.0% | $2,203-83.6% |
| Participant deferral / active EE | $1,263 | $2,844-55.6% | $3,560-64.5% | $3,192-60.4% |
| Admin fee / account holder | $24,521 | $3,958+519.5% | $4,821+408.7% | $4,297+470.7% |