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 | $16,729 | $76,522-78.1% | $56,033-70.1% | $145,884-88.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 13.58% | 3014.28%-3000.7pp | 1711.38%-1697.8pp | 551.85%-538.3pp |
| Employer contribution / active EE | $809 | $1,382-41.5% | $1,041-22.3% | $4,662-82.6% |
| Participant deferral / active EE | $1,384 | $2,624-47.2% | $1,954-29.2% | $6,690-79.3% |
| Admin fee / account holder | $325 | $3,328-90.3% | $2,827-88.5% | $13,392-97.6% |