Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,371 | $102,696-78.2% | $86,235-74.1% | $139,487-84.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 15.35% | 1925.91%-1910.6pp | 1170.03%-1154.7pp | 373.84%-358.5pp |
| Employer contribution / active EE | $1,196 | $3,034-60.6% | $2,381-49.8% | $4,755-74.8% |
| Participant deferral / active EE | $1,196 | $4,679-74.4% | $3,987-70.0% | $6,713-82.2% |
| Admin fee / account holder | $421 | $8,667-95.1% | $6,856-93.9% | $11,407-96.3% |