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 | $19,475 | $58,292-66.6% | $86,640-77.5% | $71,511-72.8% |
| Participation rate | 37.5% | 65.0%-27.5pp | 71.7%-34.2pp | 67.9%-30.4pp |
| Annual return | 14.18% | 21.63%-7.4pp | 592.52%-578.3pp | 28.86%-14.7pp |
| Employer contribution / active EE | $429 | $2,574-83.3% | $3,024-85.8% | $2,589-83.4% |
| Participant deferral / active EE | $2,442 | $3,438-29.0% | $4,438-45.0% | $4,291-43.1% |
| Admin fee / account holder | $17,125 | $1,057+1519.6% | $5,616+205.0% | $1,588+978.1% |