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 | $63,204 | $29,716+112.7% | $56,077+12.7% | $80,925-21.9% |
| Participation rate | 16.2% | 41.7%-25.5pp | 52.5%-36.3pp | 67.7%-51.4pp |
| Annual return | 13.35% | 35.30%-21.9pp | 1709.28%-1695.9pp | 35.65%-22.3pp |
| Employer contribution / active EE | $202 | $671-70.0% | $1,040-80.6% | $2,756-92.7% |
| Participant deferral / active EE | $465 | $1,228-62.2% | $1,954-76.2% | $4,299-89.2% |
| Admin fee / account holder | $575 | $2,432-76.4% | $2,825-79.7% | $6,940-91.7% |