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 | $19,584 | $27,943-29.9% | $58,507-66.5% | $75,177-74.0% |
| Participation rate | 9.9% | 38.8%-29.0pp | 50.9%-41.0pp | 67.2%-57.3pp |
| Annual return | 19.52% | 44.22%-24.7pp | 4252.32%-4232.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $121 | $670-81.9% | $1,053-88.5% | $2,671-95.5% |
| Participant deferral / active EE | $267 | $1,202-77.8% | $1,922-86.1% | $4,126-93.5% |
| Admin fee / account holder | $460 | $1,727-73.4% | $2,486-81.5% | $5,651-91.9% |