Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,979 | $29,733-83.3% | $56,025-91.1% | $80,959-93.9% |
| Participation rate | 68.8% | 41.7%+27.0pp | 52.5%+16.2pp | 67.7%+1.1pp |
| Annual return | 41.20% | 35.28%+5.9pp | 1712.69%-1671.5pp | 35.67%+5.5pp |
| Employer contribution / active EE | $510 | $672-24.1% | $1,042-51.1% | $2,757-81.5% |
| Participant deferral / active EE | $512 | $1,229-58.3% | $1,955-73.8% | $4,300-88.1% |
| Admin fee / account holder | $1,181 | $2,434-51.5% | $2,828-58.2% | $6,925-82.9% |