Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,892 | $29,507-42.8% | $56,025-69.8% | $77,762-78.3% |
| Participation rate | 10.7% | 32.7%-22.0pp | 52.5%-41.8pp | 70.6%-59.9pp |
| Annual return | 13.24% | 18.90%-5.7pp | 1712.69%-1699.5pp | 31.27%-18.0pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $555 | $1,062-47.7% | $1,955-71.6% | $4,651-88.1% |
| Admin fee / account holder | $3,288 | $1,041+216.0% | $2,828+16.3% | $433+659.6% |