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 | $17,940 | $29,569-39.3% | $56,077-68.0% | $77,714-76.9% |
| Participation rate | 24.9% | 32.6%-7.7pp | 52.5%-27.6pp | 70.6%-45.7pp |
| Annual return | 31.22% | 18.90%+12.3pp | 1709.28%-1678.1pp | 31.26%0pp |
| Employer contribution / active EE | $192 | $569-66.3% | $1,040-81.6% | $2,727-93.0% |
| Participant deferral / active EE | $345 | $1,061-67.5% | $1,954-82.4% | $4,649-92.6% |
| Admin fee / account holder | $1,381 | $1,042+32.5% | $2,825-51.1% | $433+218.7% |