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 | $9,933 | $108,695-90.9% | $74,722-86.7% | $152,897-93.5% |
| Participation rate | 59.1% | 65.4%-6.3pp | 54.5%+4.6pp | 82.5%-23.4pp |
| Annual return | 28.70% | 114.11%-85.4pp | 753.11%-724.4pp | 345.43%-316.7pp |
| Employer contribution / active EE | $836 | $1,504-44.4% | $1,084-22.9% | $4,764-82.4% |
| Participant deferral / active EE | $2,298 | $2,712-15.3% | $1,963+17.1% | $5,851-60.7% |
| Admin fee / account holder | $893 | $4,906-81.8% | $3,335-73.2% | $11,599-92.3% |