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 | $39,146 | $68,097-42.5% | $62,929-37.8% | $137,256-71.5% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | 15.61% | 1859.11%-1843.5pp | 1063.93%-1048.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $825 | $2,811-70.6% | $2,505-67.0% | $4,156-80.1% |
| Participant deferral / active EE | $943 | $4,553-79.3% | $3,888-75.7% | $6,407-85.3% |
| Admin fee / account holder | $445 | $6,521-93.2% | $5,065-91.2% | $12,270-96.4% |