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 | $19,193 | $29,733-35.4% | $56,025-65.7% | $80,959-76.3% |
| Participation rate | 58.3% | 41.7%+16.6pp | 52.5%+5.8pp | 67.7%-9.3pp |
| Annual return | 18.31% | 35.28%-17.0pp | 1712.69%-1694.4pp | 35.67%-17.4pp |
| Employer contribution / active EE | $548 | $672-18.4% | $1,042-47.4% | $2,757-80.1% |
| Participant deferral / active EE | $735 | $1,229-40.2% | $1,955-62.4% | $4,300-82.9% |
| Admin fee / account holder | $32,331 | $2,434+1228.5% | $2,828+1043.1% | $6,925+366.8% |