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 | $14,735 | $29,507-50.1% | $56,025-73.7% | $77,762-81.1% |
| Participation rate | 4.7% | 32.7%-28.0pp | 52.5%-47.8pp | 70.6%-65.9pp |
| Annual return | 14.29% | 18.90%-4.6pp | 1712.69%-1698.4pp | 31.27%-17.0pp |
| Employer contribution / active EE | $114 | $570-80.0% | $1,042-89.1% | $2,728-95.8% |
| Participant deferral / active EE | $356 | $1,062-66.5% | $1,955-81.8% | $4,651-92.4% |
| Admin fee / account holder | $931 | $1,041-10.6% | $2,828-67.1% | $433+115.0% |