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 | $23,934 | $29,319-18.4% | $52,425-54.3% | $82,448-71.0% |
| Participation rate | 11.8% | 46.9%-35.0pp | 55.6%-43.8pp | 68.1%-56.2pp |
| Annual return | 35.64% | 535.20%-499.6pp | 302.12%-266.5pp | 41.64%-6.0pp |
| Employer contribution / active EE | $309 | $586-47.2% | $914-66.2% | $2,551-87.9% |
| Participant deferral / active EE | $512 | $1,171-56.3% | $1,790-71.4% | $4,139-87.6% |
| Admin fee / account holder | $333 | $1,962-83.0% | $2,495-86.6% | $7,234-95.4% |