Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,659 | $109,863-90.3% | $98,477-89.2% | $167,518-93.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 13.40% | 1958.09%-1944.7pp | 1493.59%-1480.2pp | 478.71%-465.3pp |
| Employer contribution / active EE | $1,554 | $3,225-51.8% | $2,961-47.5% | $4,838-67.9% |
| Participant deferral / active EE | $1,560 | $4,673-66.6% | $4,276-63.5% | $6,342-75.4% |
| Admin fee / account holder | $2,959 | $6,755-56.2% | $5,951-50.3% | $12,312-76.0% |