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 | $15,057 | $42,332-64.4% | $80,627-81.3% | - |
| Participation rate | 13.1% | 51.1%-37.9pp | 67.0%-53.9pp | - |
| Annual return | 26.68% | 49.99%-23.3pp | 936.76%-910.1pp | - |
| Employer contribution / active EE | $703 | $1,076-34.7% | $2,723-74.2% | - |
| Participant deferral / active EE | $1,015 | $3,616-71.9% | $4,443-77.2% | - |
| Admin fee / account holder | $1,367 | $1,582-13.6% | $5,381-74.6% | - |