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 | $15,599 | $58,258-73.2% | $81,820-80.9% | $80,925-80.7% |
| Participation rate | 23.7% | 63.5%-39.8pp | 72.4%-48.7pp | 67.7%-44.0pp |
| Annual return | 51.56% | 41.76%+9.8pp | 777.93%-726.4pp | 35.65%+15.9pp |
| Employer contribution / active EE | $601 | $2,345-74.4% | $2,915-79.4% | $2,756-78.2% |
| Participant deferral / active EE | $1,059 | $3,284-67.8% | $4,323-75.5% | $4,299-75.4% |
| Admin fee / account holder | $5,820 | $4,976+16.9% | $7,391-21.3% | $6,940-16.1% |