Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,345 | $27,943-16.5% | $58,507-60.1% | $75,177-68.9% |
| Participation rate | 24.3% | 38.8%-14.6pp | 50.9%-26.6pp | 67.2%-42.9pp |
| Annual return | 19.80% | 44.22%-24.4pp | 4252.32%-4232.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $141 | $670-79.0% | $1,053-86.6% | $2,671-94.7% |
| Participant deferral / active EE | $1,167 | $1,202-2.9% | $1,922-39.3% | $4,126-71.7% |
| Admin fee / account holder | $817 | $1,727-52.7% | $2,486-67.1% | $5,651-85.5% |