Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,149 | $52,380-78.7% | $98,775-88.7% | $85,847-87.0% |
| Participation rate | 20.0% | 58.0%-38.0pp | 65.7%-45.7pp | 69.3%-49.3pp |
| Annual return | 15.37% | 25.82%-10.5pp | 49.92%-34.5pp | 318.61%-303.2pp |
| Employer contribution / active EE | $289 | $1,337-78.4% | $2,067-86.0% | $2,565-88.7% |
| Participant deferral / active EE | $750 | $2,101-64.3% | $3,035-75.3% | $3,952-81.0% |
| Admin fee / account holder | $1,012 | $3,865-73.8% | $4,076-75.2% | $6,261-83.8% |