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 | $20,936 | $39,798-47.4% | $67,704-69.1% | $59,633-64.9% |
| Participation rate | 49.2% | 57.4%-8.2pp | 67.5%-18.3pp | 68.7%-19.5pp |
| Annual return | 0.35% | 89.94%-89.6pp | 25.41%-25.1pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $156 | $1,393-88.8% | $2,559-93.9% | $2,203-92.9% |
| Participant deferral / active EE | $1,093 | $2,335-53.2% | $3,585-69.5% | $3,192-65.8% |
| Admin fee / account holder | $918 | $3,212-71.4% | $4,255-78.4% | $4,297-78.6% |