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 | $22,621 | $68,097-66.8% | $62,929-64.1% | $137,256-83.5% |
| Participation rate | 17.4% | 77.4%-60.1pp | 73.1%-55.7pp | 80.0%-62.6pp |
| Annual return | 27.68% | 1859.11%-1831.4pp | 1063.93%-1036.2pp | 220.34%-192.7pp |
| Employer contribution / active EE | $264 | $2,811-90.6% | $2,505-89.5% | $4,156-93.6% |
| Participant deferral / active EE | $1,931 | $4,553-57.6% | $3,888-50.3% | $6,407-69.9% |
| Admin fee / account holder | $3,092 | $6,521-52.6% | $5,065-39.0% | $12,270-74.8% |