Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,171 | $72,396-65.2% | $67,511-62.7% | $145,959-82.8% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 12.92% | 7194.07%-7181.2pp | 3517.41%-3504.5pp | 561.95%-549.0pp |
| Employer contribution / active EE | $974 | $3,071-68.3% | $2,733-64.4% | $4,661-79.1% |
| Participant deferral / active EE | $4,172 | $4,781-12.7% | $4,000+4.3% | $6,689-37.6% |
| Admin fee / account holder | $449 | $5,538-91.9% | $3,999-88.8% | $13,398-96.7% |