Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,554 | $76,785-83.7% | $56,441-77.8% | $145,959-91.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 17.23% | 3000.51%-2983.3pp | 1704.21%-1687.0pp | 561.95%-544.7pp |
| Employer contribution / active EE | $312 | $1,381-77.4% | $1,039-70.0% | $4,661-93.3% |
| Participant deferral / active EE | $1,990 | $2,624-24.1% | $1,953+1.9% | $6,689-70.2% |
| Admin fee / account holder | $1,402 | $3,334-58.0% | $2,829-50.5% | $13,398-89.5% |