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 | $9,739 | $76,634-87.3% | $56,054-82.6% | $145,978-93.3% |
| Participation rate | 27.8% | 63.2%-35.5pp | 52.5%-24.7pp | 80.3%-52.5pp |
| Annual return | 22.44% | 3004.33%-2981.9pp | 1705.95%-1683.5pp | 550.52%-528.1pp |
| Employer contribution / active EE | $755 | $1,380-45.3% | $1,039-27.3% | $4,662-83.8% |
| Participant deferral / active EE | $1,035 | $2,622-60.6% | $1,952-47.0% | $6,690-84.5% |
| Admin fee / account holder | $1,905 | $3,321-42.7% | $2,822-32.5% | $13,400-85.8% |