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 | $23,423 | $29,670-21.1% | $56,054-58.2% | $80,911-71.1% |
| Participation rate | 12.8% | 41.7%-28.9pp | 52.5%-39.7pp | 67.6%-54.9pp |
| Annual return | 15.23% | 35.24%-20.0pp | 1705.95%-1690.7pp | 35.63%-20.4pp |
| Employer contribution / active EE | $509 | $670-24.0% | $1,039-51.0% | $2,756-81.5% |
| Participant deferral / active EE | $1,078 | $1,227-12.1% | $1,952-44.8% | $4,297-74.9% |
| Admin fee / account holder | $461 | $2,431-81.0% | $2,822-83.7% | $6,935-93.4% |