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 | $21,064 | $63,346-66.7% | $92,240-77.2% | $70,126-70.0% |
| Participation rate | 21.8% | 68.7%-46.9pp | 76.5%-54.7pp | 69.5%-47.7pp |
| Annual return | 13.72% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,200 | $2,471-51.4% | $3,680-67.4% | $2,343-48.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,535 | $3,841-34.0% | $5,194-51.2% | $4,645-45.4% |