Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,871 | $49,896-72.2% | $80,627-82.8% | $75,173-81.5% |
| Participation rate | 59.3% | 55.3%+3.9pp | 67.0%-7.8pp | 67.2%-7.9pp |
| Annual return | 15.59% | 34.67%-19.1pp | 936.76%-921.2pp | 160.72%-145.1pp |
| Employer contribution / active EE | $457 | $1,699-73.1% | $2,723-83.2% | $2,671-82.9% |
| Participant deferral / active EE | $1,954 | $2,992-34.7% | $4,443-56.0% | $4,126-52.6% |
| Admin fee / account holder | $3,859 | $3,578+7.9% | $5,381-28.3% | $5,651-31.7% |