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 | $24,943 | $87,544-71.5% | $75,784-67.1% | $125,388-80.1% |
| Participation rate | 64.3% | 80.2%-15.9pp | 75.8%-11.5pp | 83.2%-18.9pp |
| Annual return | 4612.90% | 13.49%+4599.4pp | 9.68%+4603.2pp | 282.24%+4330.7pp |
| Employer contribution / active EE | $821 | $3,930-79.1% | $3,323-75.3% | $4,866-83.1% |
| Participant deferral / active EE | $1,072 | $4,229-74.7% | $3,652-70.7% | $5,352-80.0% |
| Admin fee / account holder | $5,065 | $6,502-22.1% | $5,300-4.4% | $9,541-46.9% |