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 | $7,604 | $100,147-92.4% | $81,286-90.6% | $145,877-94.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 12.79% | 34.44%-21.6pp | 24.80%-12.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,471 | $4,607-24.7% | $3,883-10.6% | $6,691-48.1% |
| Admin fee / account holder | $2,260 | $8,201-72.4% | $5,764-60.8% | $13,402-83.1% |