Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,902 | $76,519-59.6% | $56,025-44.8% | $145,897-78.8% |
| Participation rate | 26.1% | 63.2%-37.1pp | 52.5%-26.4pp | 80.3%-54.2pp |
| Annual return | 11.38% | 3017.03%-3005.6pp | 1712.69%-1701.3pp | 552.29%-540.9pp |
| Employer contribution / active EE | $486 | $1,383-64.9% | $1,042-53.4% | $4,663-89.6% |
| Participant deferral / active EE | $1,336 | $2,624-49.1% | $1,955-31.6% | $6,689-80.0% |
| Admin fee / account holder | $2,818 | $3,331-15.4% | $2,828-0.4% | $13,390-79.0% |