Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,052 | $34,932-85.5% | $56,441-91.0% | $74,546-93.2% |
| Participation rate | 64.6% | 32.9%+31.7pp | 52.5%+12.1pp | 67.2%-2.6pp |
| Annual return | 36.54% | 24.90%+11.6pp | 1704.21%-1667.7pp | 1366.03%-1329.5pp |
| Employer contribution / active EE | $576 | $608-5.4% | $1,039-44.6% | $2,624-78.1% |
| Participant deferral / active EE | $1,275 | $1,173+8.7% | $1,953-34.7% | $4,347-70.7% |
| Admin fee / account holder | $575 | $2,359-75.6% | $2,829-79.7% | $1,944-70.4% |