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 | $35,947 | $30,423+18.2% | $56,025-35.8% | $74,478-51.7% |
| Participation rate | 6.4% | 32.9%-26.5pp | 52.5%-46.1pp | 67.2%-60.8pp |
| Annual return | 22.21% | 24.97%-2.8pp | 1712.69%-1690.5pp | 1370.56%-1348.4pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $481 | $1,176-59.1% | $1,955-75.4% | $4,350-88.9% |
| Admin fee / account holder | $511 | $2,363-78.4% | $2,828-81.9% | $1,946-73.7% |