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 | $13,410 | $45,343-70.4% | $150,298-91.1% | $67,986-80.3% |
| Participation rate | 26.7% | 51.9%-25.2pp | 77.8%-51.1pp | 57.2%-30.5pp |
| Annual return | 38.06% | 33.28%+4.8pp | 62.79%-24.7pp | 31.67%+6.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $649 | $2,055-68.4% | $5,453-88.1% | $3,358-80.7% |
| Admin fee / account holder | $519 | $2,250-76.9% | $14,116-96.3% | $3,203-83.8% |