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 | $53,629 | $81,668-34.3% | $58,507-8.3% | $139,487-61.6% |
| Participation rate | 12.5% | 61.3%-48.8pp | 50.9%-38.4pp | 80.3%-67.8pp |
| Annual return | 18.39% | 7430.07%-7411.7pp | 4252.32%-4233.9pp | 373.84%-355.5pp |
| Employer contribution / active EE | $74 | $1,398-94.7% | $1,053-93.0% | $4,755-98.4% |
| Participant deferral / active EE | $1,692 | $2,554-33.8% | $1,922-12.0% | $6,713-74.8% |
| Admin fee / account holder | $830 | $3,212-74.2% | $2,486-66.6% | $11,407-92.7% |