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 | $24,127 | $45,566-47.1% | $64,105-62.4% | $59,633-59.5% |
| Participation rate | 29.2% | 60.2%-30.9pp | 68.2%-38.9pp | 68.7%-39.4pp |
| Annual return | -2.64% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,270 | $2,057+10.4% | $2,822-19.6% | $3,192-28.9% |
| Admin fee / account holder | $2,536 | $3,268-22.4% | $4,499-43.6% | $4,297-41.0% |