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 | $18,262 | $29,667-38.4% | $56,441-67.6% | $80,874-77.4% |
| Participation rate | 59.0% | 41.7%+17.3pp | 52.5%+6.5pp | 67.6%-8.7pp |
| Annual return | 13.98% | 35.22%-21.2pp | 1704.21%-1690.2pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,274 | $669+90.3% | $1,039+22.6% | $2,756-53.8% |
| Participant deferral / active EE | $2,955 | $1,227+140.9% | $1,953+51.3% | $4,297-31.2% |
| Admin fee / account holder | $8,131 | $2,429+234.7% | $2,829+187.4% | $6,935+17.2% |