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 | $6,218 | $88,815-93.0% | $81,882-92.4% | $145,897-95.7% |
| Participation rate | 34.8% | 75.1%-40.3pp | 72.4%-37.6pp | 80.3%-45.5pp |
| Annual return | 19.49% | 1033.75%-1014.3pp | 779.47%-760.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $674 | $3,086-78.2% | $2,916-76.9% | $4,663-85.5% |
| Participant deferral / active EE | $812 | $4,647-82.5% | $4,323-81.2% | $6,689-87.9% |
| Admin fee / account holder | $877 | $8,434-89.6% | $7,360-88.1% | $13,390-93.5% |