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 | $25,246 | $99,011-74.5% | $86,582-70.8% | $147,586-82.9% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 18.22% | 1312.75%-1294.5pp | 965.08%-946.9pp | 578.59%-560.4pp |
| Employer contribution / active EE | $602 | $3,132-80.8% | $2,839-78.8% | $4,876-87.7% |
| Participant deferral / active EE | $8,529 | $3,972+114.7% | $3,609+136.4% | $5,439+56.8% |
| Admin fee / account holder | $2,125 | $5,709-62.8% | $4,904-56.7% | $10,886-80.5% |