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 | $14,483 | $29,319-50.6% | $52,425-72.4% | $82,448-82.4% |
| Participation rate | 17.6% | 46.9%-29.2pp | 55.6%-38.0pp | 68.1%-50.4pp |
| Annual return | 18.50% | 535.20%-516.7pp | 302.12%-283.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $296 | $586-49.5% | $914-67.6% | $2,551-88.4% |
| Participant deferral / active EE | $438 | $1,171-62.6% | $1,790-75.5% | $4,139-89.4% |
| Admin fee / account holder | $1,781 | $1,962-9.2% | $2,495-28.6% | $7,234-75.4% |