Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,185 | $47,479-76.4% | $62,929-82.2% | $82,448-86.4% |
| Participation rate | 50.0% | 66.9%-16.9pp | 73.1%-23.1pp | 68.1%-18.1pp |
| Annual return | 12.87% | 20.34%-7.5pp | 1063.93%-1051.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,508 | $2,870-12.6% | $3,888-35.5% | $4,139-39.4% |
| Admin fee / account holder | $462 | $3,804-87.9% | $5,065-90.9% | $7,234-93.6% |