Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,096 | $102,624-76.5% | $86,200-72.0% | $139,427-82.7% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.0%-15.1pp | 80.3%-26.5pp |
| Annual return | 18.69% | 1922.69%-1904.0pp | 1168.58%-1149.9pp | 373.27%-354.6pp |
| Employer contribution / active EE | $918 | $3,033-69.7% | $2,381-61.4% | $4,752-80.7% |
| Participant deferral / active EE | $1,609 | $4,676-65.6% | $3,986-59.6% | $6,711-76.0% |
| Admin fee / account holder | $1,227 | $8,658-85.8% | $6,853-82.1% | $11,404-89.2% |