Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,857 | $39,036-74.7% | $80,784-87.8% | $85,851-88.5% |
| Participation rate | 25.4% | 41.6%-16.2pp | 54.2%-28.8pp | 69.3%-43.9pp |
| Annual return | 11.52% | 26.31%-14.8pp | 87.31%-75.8pp | 318.63%-307.1pp |
| Employer contribution / active EE | $222 | $722-69.2% | $1,160-80.8% | $2,565-91.3% |
| Participant deferral / active EE | $1,372 | $1,326+3.5% | $2,145-36.0% | $3,952-65.3% |
| Admin fee / account holder | $4,308 | $2,429+77.4% | $3,380+27.4% | $6,261-31.2% |