Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $38,492 | $109,872-65.0% | $98,483-60.9% | $167,536-77.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 21.17% | 1959.31%-1938.1pp | 1494.38%-1473.2pp | 478.82%-457.7pp |
| Employer contribution / active EE | $866 | $3,225-73.2% | $2,961-70.8% | $4,839-82.1% |
| Participant deferral / active EE | $2,983 | $4,673-36.2% | $4,276-30.2% | $6,342-53.0% |
| Admin fee / account holder | $459 | $6,757-93.2% | $5,953-92.3% | $12,315-96.3% |