Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $51,007 | $29,667+71.9% | $56,441-9.6% | $80,874-36.9% |
| Participation rate | 10.9% | 41.7%-30.8pp | 52.5%-41.6pp | 67.6%-56.8pp |
| Annual return | 11.22% | 35.22%-24.0pp | 1704.21%-1693.0pp | 35.62%-24.4pp |
| Employer contribution / active EE | $172 | $669-74.4% | $1,039-83.5% | $2,756-93.8% |
| Participant deferral / active EE | $991 | $1,227-19.2% | $1,953-49.2% | $4,297-76.9% |
| Admin fee / account holder | $10,849 | $2,429+346.6% | $2,829+283.5% | $6,935+56.4% |