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 | $64,331 | $76,519-15.9% | $56,025+14.8% | $145,897-55.9% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 34.17% | 3017.03%-2982.9pp | 1712.69%-1678.5pp | 552.29%-518.1pp |
| Employer contribution / active EE | $448 | $1,383-67.6% | $1,042-57.0% | $4,663-90.4% |
| Participant deferral / active EE | $1,736 | $2,624-33.9% | $1,955-11.2% | $6,689-74.0% |
| Admin fee / account holder | $320 | $3,331-90.4% | $2,828-88.7% | $13,390-97.6% |