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 | $13,030 | $41,150-68.3% | $80,627-83.8% | $71,511-81.8% |
| Participation rate | 25.0% | 50.3%-25.3pp | 67.0%-42.0pp | 67.9%-42.9pp |
| Annual return | 70.83% | 38.48%+32.3pp | 936.76%-865.9pp | 28.86%+42.0pp |
| Employer contribution / active EE | $764 | $1,515-49.5% | $2,723-71.9% | $2,589-70.5% |
| Participant deferral / active EE | $1,150 | $2,701-57.4% | $4,443-74.1% | $4,291-73.2% |
| Admin fee / account holder | $1,464 | $1,841-20.5% | $5,381-72.8% | $1,588-7.8% |