Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,642 | $176,688-78.1% | $130,660-70.4% | $152,897-74.7% |
| Participation rate | 57.1% | 79.0%-21.8pp | 71.7%-14.6pp | 82.5%-25.3pp |
| Annual return | 22.97% | 2693.08%-2670.1pp | 1709.29%-1686.3pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,202 | $5,743-79.1% | $4,092-70.6% | $4,764-74.8% |
| Participant deferral / active EE | $6,216 | $4,362+42.5% | $3,603+72.5% | $5,851+6.2% |
| Admin fee / account holder | $632 | $7,131-91.1% | $5,463-88.4% | $11,599-94.6% |