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 | $14,832 | $99,031-85.0% | $86,597-82.9% | $147,585-90.0% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 14.56% | 1312.56%-1298.0pp | 964.96%-950.4pp | 578.57%-564.0pp |
| Employer contribution / active EE | $488 | $3,132-84.4% | $2,840-82.8% | $4,876-90.0% |
| Participant deferral / active EE | $1,852 | $3,972-53.4% | $3,609-48.7% | $5,439-65.9% |
| Admin fee / account holder | $3,286 | $5,711-42.5% | $4,906-33.0% | $10,885-69.8% |