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 | $52,245 | $39,798+31.3% | $67,704-22.8% | $59,633-12.4% |
| Participation rate | 19.5% | 57.4%-37.8pp | 67.5%-48.0pp | 68.7%-49.1pp |
| Annual return | -1.05% | 89.94%-91.0pp | 25.41%-26.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $504 | $1,393-63.8% | $2,559-80.3% | $2,203-77.1% |
| Participant deferral / active EE | $1,342 | $2,335-42.5% | $3,585-62.6% | $3,192-58.0% |
| Admin fee / account holder | $10,478 | $3,212+226.2% | $4,255+146.2% | $4,297+143.8% |