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 | $8,918 | $90,489-90.1% | $76,051-88.3% | $145,978-93.9% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 12.63% | 622.78%-610.2pp | 360.42%-347.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $1,291 | $3,319-61.1% | $2,690-52.0% | $4,662-72.3% |
| Participant deferral / active EE | $1,724 | $5,164-66.6% | $4,257-59.5% | $6,690-74.2% |
| Admin fee / account holder | $1,442 | $8,374-82.8% | $6,416-77.5% | $13,400-89.2% |