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 | $43,097 | $56,199-23.3% | $67,652-36.3% | $59,632-27.7% |
| Participation rate | 53.6% | 71.5%-17.9pp | 75.7%-22.1pp | 68.7%-15.1pp |
| Annual return | -0.27% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.32%-2041.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,649 | $2,844+133.8% | $3,560+86.8% | $3,192+108.3% |
| Admin fee / account holder | $5,217 | $3,958+31.8% | $4,821+8.2% | $4,297+21.4% |