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 | $28,996 | $81,763-64.5% | $58,561-50.5% | $139,466-79.2% |
| Participation rate | 23.5% | 61.3%-37.8pp | 50.9%-27.3pp | 80.3%-56.8pp |
| Annual return | 23.73% | 7427.77%-7404.0pp | 4251.33%-4227.6pp | 373.66%-349.9pp |
| Employer contribution / active EE | $422 | $1,398-69.8% | $1,053-60.0% | $4,754-91.1% |
| Participant deferral / active EE | $3,257 | $2,555+27.5% | $1,923+69.3% | $6,712-51.5% |
| Admin fee / account holder | $671 | $3,273-79.5% | $2,520-73.4% | $11,409-94.1% |