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 | $24,419 | $55,472-56.0% | $155,567-84.3% | $74,546-67.2% |
| Participation rate | 28.6% | 61.9%-33.3pp | 78.2%-49.6pp | 67.2%-38.6pp |
| Annual return | 18.81% | 268.72%-249.9pp | 64.74%-45.9pp | 1366.03%-1347.2pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,744 | $2,838-38.6% | $5,628-69.0% | $4,347-59.9% |
| Admin fee / account holder | $5,791 | $1,743+232.3% | $15,916-63.6% | $1,944+198.0% |