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 | $39,494 | $81,763-51.7% | $58,561-32.6% | $139,466-71.7% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 9.04% | 7427.77%-7418.7pp | 4251.33%-4242.3pp | 373.66%-364.6pp |
| Employer contribution / active EE | $461 | $1,398-67.0% | $1,053-56.2% | $4,754-90.3% |
| Participant deferral / active EE | $1,320 | $2,555-48.3% | $1,923-31.4% | $6,712-80.3% |
| Admin fee / account holder | $4,102 | $3,273+25.3% | $2,520+62.7% | $11,409-64.0% |