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 | $21,905 | $84,685-74.1% | $73,836-70.3% | $125,389-82.5% |
| Participation rate | 61.1% | 76.8%-15.7pp | 73.4%-12.3pp | 83.2%-22.1pp |
| Annual return | -1.24% | 3123.80%-3125.0pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,845 | $3,993-28.8% | $3,583-20.6% | $5,352-46.8% |
| Admin fee / account holder | $10,158 | $5,694+78.4% | $4,882+108.1% | $9,541+6.5% |