Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,840 | $49,976-68.3% | $66,674-76.2% | $82,637-80.8% |
| Participation rate | 34.5% | 63.1%-28.6pp | 73.7%-39.2pp | 68.1%-33.6pp |
| Annual return | 16.04% | 39.09%-23.1pp | 321.24%-305.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $586 | $2,847-79.4% | $4,084-85.6% | $4,126-85.8% |
| Admin fee / account holder | $698 | $4,594-84.8% | $5,098-86.3% | $7,339-90.5% |