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 | $28,503 | $30,423-6.3% | $56,025-49.1% | $74,478-61.7% |
| Participation rate | 10.3% | 32.9%-22.5pp | 52.5%-42.2pp | 67.2%-56.9pp |
| Annual return | 13.20% | 24.97%-11.8pp | 1712.69%-1699.5pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $941 | $610+54.2% | $1,042-9.7% | $2,626-64.2% |
| Participant deferral / active EE | $1,223 | $1,176+4.0% | $1,955-37.4% | $4,350-71.9% |
| Admin fee / account holder | $1,357 | $2,363-42.6% | $2,828-52.0% | $1,946-30.3% |