Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,221 | $76,608-47.5% | $56,077-28.3% | $145,877-72.4% |
| Participation rate | 5.9% | 63.2%-57.4pp | 52.5%-46.6pp | 80.3%-74.4pp |
| Annual return | 13.97% | 3009.59%-2995.6pp | 1709.28%-1695.3pp | 551.28%-537.3pp |
| Employer contribution / active EE | $148 | $1,382-89.3% | $1,040-85.7% | $4,663-96.8% |
| Participant deferral / active EE | $327 | $2,624-87.5% | $1,954-83.3% | $6,691-95.1% |
| Admin fee / account holder | $22,388 | $3,325+573.3% | $2,825+692.5% | $13,402+67.0% |