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 | $40,255 | $93,117-56.8% | $77,096-47.8% | $134,532-70.1% |
| Participation rate | 56.3% | 74.5%-18.2pp | 67.9%-11.7pp | 81.2%-25.0pp |
| Annual return | -14.83% | 62.67%-77.5pp | 42.35%-57.2pp | 418.27%-433.1pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,691 | $5,241-67.7% | $4,429-61.8% | $6,401-73.6% |
| Admin fee / account holder | $2,833 | $6,948-59.2% | $5,428-47.8% | $11,429-75.2% |