Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,784 | $100,895-70.5% | $90,430-67.1% | $158,950-81.3% |
| Participation rate | 23.1% | 75.0%-51.9pp | 72.7%-49.6pp | 82.0%-58.9pp |
| Annual return | 17.25% | 1725.54%-1708.3pp | 1293.73%-1276.5pp | 302.91%-285.7pp |
| Employer contribution / active EE | $549 | $3,689-85.1% | $3,262-83.2% | $4,762-88.5% |
| Participant deferral / active EE | $1,315 | $4,347-69.8% | $3,963-66.8% | $5,983-78.0% |
| Admin fee / account holder | $2,838 | $6,505-56.4% | $5,613-49.4% | $11,248-74.8% |