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 | $21,926 | $60,504-63.8% | $81,882-73.2% | $74,478-70.6% |
| Participation rate | 14.9% | 62.9%-48.1pp | 72.4%-57.5pp | 67.2%-52.4pp |
| Annual return | 11.94% | 16.91%-5.0pp | 779.47%-767.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $720 | $2,627-72.6% | $2,916-75.3% | $2,626-72.6% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $13,913 | $1,492+832.6% | $7,360+89.0% | $1,946+615.0% |