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 | $16,324 | $29,736-45.1% | $56,033-70.9% | $80,935-79.8% |
| Participation rate | 12.5% | 41.7%-29.2pp | 52.5%-40.0pp | 67.7%-55.2pp |
| Annual return | 13.64% | 35.28%-21.6pp | 1711.38%-1697.7pp | 35.66%-22.0pp |
| Employer contribution / active EE | $281 | $671-58.1% | $1,041-73.0% | $2,757-89.8% |
| Participant deferral / active EE | $544 | $1,228-55.7% | $1,954-72.2% | $4,299-87.4% |
| Admin fee / account holder | $551 | $2,434-77.4% | $2,827-80.5% | $6,924-92.0% |