Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,328 | $109,863-76.9% | $98,477-74.3% | $167,518-84.9% |
| Participation rate | 34.8% | 75.8%-41.0pp | 73.3%-38.6pp | 82.1%-47.3pp |
| Annual return | 12.94% | 1958.09%-1945.2pp | 1493.59%-1480.6pp | 478.71%-465.8pp |
| Employer contribution / active EE | $1,470 | $3,225-54.4% | $2,961-50.3% | $4,838-69.6% |
| Participant deferral / active EE | $1,832 | $4,673-60.8% | $4,276-57.2% | $6,342-71.1% |
| Admin fee / account holder | $341 | $6,755-95.0% | $5,951-94.3% | $12,312-97.2% |