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 | $14,561 | $29,736-51.0% | $56,033-74.0% | $80,935-82.0% |
| Participation rate | 14.3% | 41.7%-27.4pp | 52.5%-38.2pp | 67.7%-53.4pp |
| Annual return | 17.52% | 35.28%-17.8pp | 1711.38%-1693.9pp | 35.66%-18.1pp |
| Employer contribution / active EE | $256 | $671-61.9% | $1,041-75.4% | $2,757-90.7% |
| Participant deferral / active EE | $412 | $1,228-66.4% | $1,954-78.9% | $4,299-90.4% |
| Admin fee / account holder | $421 | $2,434-82.7% | $2,827-85.1% | $6,924-93.9% |