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 | $13,592 | $88,815-84.7% | $81,882-83.4% | $145,897-90.7% |
| Participation rate | 26.1% | 75.1%-49.0pp | 72.4%-46.3pp | 80.3%-54.2pp |
| Annual return | 20.96% | 1033.75%-1012.8pp | 779.47%-758.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $905 | $3,086-70.7% | $2,916-69.0% | $4,663-80.6% |
| Participant deferral / active EE | $1,092 | $4,647-76.5% | $4,323-74.7% | $6,689-83.7% |
| Admin fee / account holder | $340 | $8,434-96.0% | $7,360-95.4% | $13,390-97.5% |