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 | $15,801 | $29,716-46.8% | $56,077-71.8% | $80,925-80.5% |
| Participation rate | 22.2% | 41.7%-19.5pp | 52.5%-30.3pp | 67.7%-45.4pp |
| Annual return | 11.96% | 35.30%-23.3pp | 1709.28%-1697.3pp | 35.65%-23.7pp |
| Employer contribution / active EE | $271 | $671-59.6% | $1,040-73.9% | $2,756-90.2% |
| Participant deferral / active EE | $1,144 | $1,228-6.8% | $1,954-41.4% | $4,299-73.4% |
| Admin fee / account holder | $9,634 | $2,432+296.1% | $2,825+241.0% | $6,940+38.8% |