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 | $8,617 | $27,800-69.0% | $58,544-85.3% | $71,495-87.9% |
| Participation rate | 7.0% | 34.6%-27.6pp | 50.9%-43.8pp | 67.9%-60.9pp |
| Annual return | 14.73% | 26.80%-12.1pp | 4249.56%-4234.8pp | 28.85%-14.1pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $422 | $1,208-65.1% | $1,923-78.1% | $4,291-90.2% |
| Admin fee / account holder | $1,063 | $1,637-35.1% | $2,520-57.8% | $1,588-33.1% |