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 | $42,433 | $72,465-41.4% | $67,575-37.2% | $145,884-70.9% |
| Participation rate | 60.9% | 76.9%-16.0pp | 72.9%-12.0pp | 80.3%-19.4pp |
| Annual return | 16.02% | 7222.56%-7206.5pp | 3528.98%-3513.0pp | 551.85%-535.8pp |
| Employer contribution / active EE | $2,094 | $3,074-31.9% | $2,736-23.5% | $4,662-55.1% |
| Participant deferral / active EE | $7,831 | $4,786+63.6% | $4,003+95.6% | $6,690+17.1% |
| Admin fee / account holder | $3,774 | $5,515-31.6% | $3,993-5.5% | $13,392-71.8% |