Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,520 | $28,624-24.8% | $53,647-59.9% | $82,637-74.0% |
| Participation rate | 63.5% | 47.3%+16.2pp | 56.3%+7.2pp | 68.1%-4.6pp |
| Annual return | 19.68% | 664.98%-645.3pp | 358.33%-338.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $1,078 | $637+69.3% | $962+12.0% | $2,552-57.8% |
| Participant deferral / active EE | $2,589 | $1,196+116.5% | $1,813+42.8% | $4,126-37.2% |
| Admin fee / account holder | $1,151 | $2,022-43.1% | $2,460-53.2% | $7,339-84.3% |