Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,474 | $29,716-51.3% | $56,077-74.2% | $80,925-82.1% |
| Participation rate | 7.2% | 41.7%-34.5pp | 52.5%-45.3pp | 67.7%-60.4pp |
| Annual return | 11.60% | 35.30%-23.7pp | 1709.28%-1697.7pp | 35.65%-24.0pp |
| Employer contribution / active EE | $142 | $671-78.9% | $1,040-86.4% | $2,756-94.9% |
| Participant deferral / active EE | $293 | $1,228-76.1% | $1,954-85.0% | $4,299-93.2% |
| Admin fee / account holder | $10,096 | $2,432+315.1% | $2,825+257.4% | $6,940+45.5% |