Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,497 | $29,569-34.1% | $56,077-65.2% | $77,714-74.9% |
| Participation rate | 12.7% | 32.6%-20.0pp | 52.5%-39.8pp | 70.6%-57.9pp |
| Annual return | 19.77% | 18.90%+0.9pp | 1709.28%-1689.5pp | 31.26%-11.5pp |
| Employer contribution / active EE | $343 | $569-39.7% | $1,040-67.1% | $2,727-87.4% |
| Participant deferral / active EE | $508 | $1,061-52.1% | $1,954-74.0% | $4,649-89.1% |
| Admin fee / account holder | $1,277 | $1,042+22.5% | $2,825-54.8% | $433+194.6% |