Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,129 | $72,403-90.2% | $67,524-89.4% | $145,978-95.1% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 13.33% | 7197.23%-7183.9pp | 3519.41%-3506.1pp | 550.52%-537.2pp |
| Employer contribution / active EE | $882 | $3,072-71.3% | $2,734-67.7% | $4,662-81.1% |
| Participant deferral / active EE | $3,922 | $4,782-18.0% | $4,001-2.0% | $6,690-41.4% |
| Admin fee / account holder | $2,237 | $5,541-59.6% | $4,001-44.1% | $13,400-83.3% |