Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,619 | $45,343-74.4% | $150,298-92.3% | $67,986-82.9% |
| Participation rate | 22.5% | 51.9%-29.4pp | 77.8%-55.3pp | 57.2%-34.7pp |
| Annual return | 76.48% | 33.28%+43.2pp | 62.79%+13.7pp | 31.67%+44.8pp |
| Employer contribution / active EE | $430 | $1,462-70.6% | $4,154-89.7% | $2,019-78.7% |
| Participant deferral / active EE | $782 | $2,055-61.9% | $5,453-85.7% | $3,358-76.7% |
| Admin fee / account holder | $959 | $2,250-57.4% | $14,116-93.2% | $3,203-70.1% |