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 | $15,562 | $102,663-84.8% | $86,216-81.9% | $139,466-88.8% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.0%-21.9pp | 80.3%-33.3pp |
| Annual return | 32.40% | 1924.52%-1892.1pp | 1169.42%-1137.0pp | 373.66%-341.3pp |
| Employer contribution / active EE | $2,411 | $3,035-20.6% | $2,382+1.2% | $4,754-49.3% |
| Participant deferral / active EE | $4,053 | $4,677-13.4% | $3,986+1.7% | $6,712-39.6% |
| Admin fee / account holder | $1,928 | $8,663-77.7% | $6,853-71.9% | $11,409-83.1% |