Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,720 | $27,936-72.4% | $58,561-86.8% | $75,173-89.7% |
| Participation rate | 67.9% | 38.8%+29.0pp | 50.9%+17.0pp | 67.2%+0.7pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $375 | $670-44.0% | $1,053-64.4% | $2,671-86.0% |
| Participant deferral / active EE | $910 | $1,202-24.3% | $1,923-52.7% | $4,126-78.0% |
| Admin fee / account holder | $618 | $1,727-64.2% | $2,520-75.5% | $5,651-89.1% |