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 | $11,181 | $29,051-61.5% | $52,425-78.7% | $67,986-83.6% |
| Participation rate | 19.1% | 30.4%-11.3pp | 55.6%-36.5pp | 57.2%-38.1pp |
| Annual return | 17.54% | 24.00%-6.5pp | 302.12%-284.6pp | 31.67%-14.1pp |
| Employer contribution / active EE | $225 | $412-45.3% | $914-75.4% | $2,019-88.8% |
| Participant deferral / active EE | $571 | $873-34.6% | $1,790-68.1% | $3,358-83.0% |
| Admin fee / account holder | $1,316 | $2,113-37.7% | $2,495-47.2% | $3,203-58.9% |