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 | $15,222 | $34,316-55.6% | $74,723-79.6% | $72,976-79.1% |
| Participation rate | 31.5% | 42.4%-10.9pp | 54.5%-23.0pp | 69.5%-38.0pp |
| Annual return | 28.44% | 26.58%+1.9pp | 753.18%-724.7pp | 81.02%-52.6pp |
| Employer contribution / active EE | $449 | $692-35.1% | $1,084-58.6% | $2,440-81.6% |
| Participant deferral / active EE | $824 | $1,272-35.2% | $1,962-58.0% | $3,608-77.2% |
| Admin fee / account holder | $2,118 | $2,125-0.3% | $3,335-36.5% | $5,124-58.7% |