Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,000 | $108,285-76.9% | $77,552-67.8% | $158,982-84.3% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | 7.74% | 31.69%-24.0pp | 54.82%-47.1pp | 302.99%-295.3pp |
| Employer contribution / active EE | $1,129 | $1,325-14.8% | $987+14.4% | $4,763-76.3% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $23,710 | $3,709+539.2% | $2,859+729.3% | $11,252+110.7% |