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 | $37,647 | $76,785-51.0% | $56,441-33.3% | $145,959-74.2% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 11.15% | 3000.51%-2989.4pp | 1704.21%-1693.1pp | 561.95%-550.8pp |
| Employer contribution / active EE | $189 | $1,381-86.3% | $1,039-81.8% | $4,661-95.9% |
| Participant deferral / active EE | $2,052 | $2,624-21.8% | $1,953+5.1% | $6,689-69.3% |
| Admin fee / account holder | $790 | $3,334-76.3% | $2,829-72.1% | $13,398-94.1% |