Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,444 | $27,943-69.8% | $58,507-85.6% | $75,177-88.8% |
| Participation rate | 43.8% | 38.8%+4.9pp | 50.9%-7.1pp | 67.2%-23.5pp |
| Annual return | 22.10% | 44.22%-22.1pp | 4252.32%-4230.2pp | 160.75%-138.7pp |
| Employer contribution / active EE | $325 | $670-51.4% | $1,053-69.1% | $2,671-87.8% |
| Participant deferral / active EE | $722 | $1,202-39.9% | $1,922-62.4% | $4,126-82.5% |
| Admin fee / account holder | $1,630 | $1,727-5.6% | $2,486-34.4% | $5,651-71.2% |