Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,247 | $167,030-92.1% | $135,768-90.2% | $155,188-91.5% |
| Participation rate | 36.4% | 76.2%-39.8pp | 71.1%-34.7pp | 80.8%-44.4pp |
| Annual return | 46.97% | 678.39%-631.4pp | 526.10%-479.1pp | 148.84%-101.9pp |
| Employer contribution / active EE | $344 | $4,132-91.7% | $3,394-89.9% | $4,248-91.9% |
| Participant deferral / active EE | $591 | $4,528-87.0% | $3,977-85.2% | $6,531-91.0% |
| Admin fee / account holder | $452 | $8,172-94.5% | $7,048-93.6% | $14,480-96.9% |