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 | $20,887 | $55,457-62.3% | $77,361-73.0% | $94,015-77.8% |
| Participation rate | 36.9% | 69.8%-32.9pp | 75.0%-38.0pp | 70.8%-33.9pp |
| Annual return | 14.67% | 15.57%-0.9pp | 1011.54%-996.9pp | 17.84%-3.2pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,536 | $3,069-50.0% | $3,911-60.7% | $4,249-63.9% |
| Admin fee / account holder | $616 | $4,334-85.8% | $5,894-89.5% | $8,951-93.1% |