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 | $62,619 | $97,732-35.9% | $83,831-25.3% | $135,380-53.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -4.24% | 1287.56%-1291.8pp | 850.99%-855.2pp | 519.81%-524.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,229 | $4,683-52.4% | $4,082-45.4% | $5,609-60.3% |
| Admin fee / account holder | $30,149 | $6,675+351.7% | $5,479+450.3% | $10,828+178.4% |