Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,604 | $76,519-62.6% | $56,025-48.9% | $145,897-80.4% |
| Participation rate | 39.1% | 63.2%-24.1pp | 52.5%-13.4pp | 80.3%-41.2pp |
| Annual return | 9.25% | 3017.03%-3007.8pp | 1712.69%-1703.4pp | 552.29%-543.0pp |
| Employer contribution / active EE | $686 | $1,383-50.4% | $1,042-34.1% | $4,663-85.3% |
| Participant deferral / active EE | $1,514 | $2,624-42.3% | $1,955-22.5% | $6,689-77.4% |
| Admin fee / account holder | $1,296 | $3,331-61.1% | $2,828-54.2% | $13,390-90.3% |