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 | $19,370 | $29,051-33.3% | $52,425-63.1% | $67,986-71.5% |
| Participation rate | 9.0% | 30.4%-21.4pp | 55.6%-46.6pp | 57.2%-48.2pp |
| Annual return | 19.99% | 24.00%-4.0pp | 302.12%-282.1pp | 31.67%-11.7pp |
| Employer contribution / active EE | $222 | $412-46.1% | $914-75.7% | $2,019-89.0% |
| Participant deferral / active EE | $329 | $873-62.3% | $1,790-81.6% | $3,358-90.2% |
| Admin fee / account holder | $1,320 | $2,113-37.5% | $2,495-47.1% | $3,203-58.8% |