Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,773 | $76,522-57.2% | $56,033-41.5% | $145,884-77.5% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 9.93% | 3014.28%-3004.3pp | 1711.38%-1701.4pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,123 | $1,382-18.8% | $1,041+7.9% | $4,662-75.9% |
| Participant deferral / active EE | $4,395 | $2,624+67.5% | $1,954+124.9% | $6,690-34.3% |
| Admin fee / account holder | $726 | $3,328-78.2% | $2,827-74.3% | $13,392-94.6% |