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 | $37,204 | $102,696-63.8% | $86,235-56.9% | $139,487-73.3% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.0%-4.7pp | 80.3%-16.1pp |
| Annual return | 10.19% | 1925.91%-1915.7pp | 1170.03%-1159.8pp | 373.84%-363.7pp |
| Employer contribution / active EE | $958 | $3,034-68.4% | $2,381-59.8% | $4,755-79.9% |
| Participant deferral / active EE | $6,064 | $4,679+29.6% | $3,987+52.1% | $6,713-9.7% |
| Admin fee / account holder | $3,975 | $8,667-54.1% | $6,856-42.0% | $11,407-65.2% |