Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $43,074 | $108,685-60.4% | $74,719-42.4% | $152,885-71.8% |
| Participation rate | 16.7% | 65.3%-48.7pp | 54.5%-37.8pp | 82.5%-65.8pp |
| Annual return | 19.43% | 114.09%-94.7pp | 753.05%-733.6pp | 345.39%-326.0pp |
| Employer contribution / active EE | $346 | $1,504-77.0% | $1,084-68.1% | $4,763-92.7% |
| Participant deferral / active EE | $3,167 | $2,712+16.8% | $1,963+61.3% | $5,851-45.9% |
| Admin fee / account holder | $733 | $4,905-85.1% | $3,334-78.0% | $11,598-93.7% |