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 | $12,992 | $100,262-87.0% | $81,370-84.0% | $145,897-91.1% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 12.19% | 34.52%-22.3pp | 24.85%-12.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $413 | $8,163-94.9% | $5,749-92.8% | $13,390-96.9% |