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 | $12,777 | $31,105-58.9% | $53,647-76.2% | $64,097-80.1% |
| Participation rate | 69.4% | 30.7%+38.7pp | 56.3%+13.1pp | 55.2%+14.2pp |
| Annual return | 23.00% | 22.54%+0.5pp | 358.33%-335.3pp | 34.64%-11.6pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,954 | $896+229.6% | $1,813+62.9% | $3,080-4.1% |
| Admin fee / account holder | $2,486 | $2,195+13.2% | $2,460+1.0% | $3,454-28.0% |