Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,068 | $76,519-84.2% | $56,025-78.5% | $145,897-91.7% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 19.22% | 3017.03%-2997.8pp | 1712.69%-1693.5pp | 552.29%-533.1pp |
| Employer contribution / active EE | $307 | $1,383-77.8% | $1,042-70.6% | $4,663-93.4% |
| Participant deferral / active EE | $461 | $2,624-82.4% | $1,955-76.4% | $6,689-93.1% |
| Admin fee / account holder | $346 | $3,331-89.6% | $2,828-87.8% | $13,390-97.4% |