Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,985 | $45,087-42.4% | $69,483-62.6% | $72,976-64.4% |
| Participation rate | 51.7% | 68.5%-16.8pp | 74.6%-22.9pp | 69.5%-17.8pp |
| Annual return | 0.00% | 22.67%-22.7pp | 28.99%-29.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,408 | $2,603-45.9% | $3,537-60.2% | $3,608-61.0% |
| Admin fee / account holder | $5,774 | $3,057+88.9% | $3,841+50.3% | $5,124+12.7% |