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 | $38,775 | $154,754-74.9% | $124,206-68.8% | $138,895-72.1% |
| Participation rate | 27.8% | 75.5%-47.7pp | 69.6%-41.8pp | 79.9%-52.1pp |
| Annual return | 20.12% | 709.28%-689.2pp | 515.27%-495.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $273 | $4,446-93.9% | $3,540-92.3% | $4,194-93.5% |
| Participant deferral / active EE | $2,406 | $4,621-47.9% | $3,968-39.4% | $6,396-62.4% |
| Admin fee / account holder | $916 | $6,690-86.3% | $5,929-84.5% | $12,562-92.7% |