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 | $21,929 | $76,608-71.4% | $56,077-60.9% | $145,877-85.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 8.49% | 3009.59%-3001.1pp | 1709.28%-1700.8pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,088 | $1,382+51.1% | $1,040+100.7% | $4,663-55.2% |
| Participant deferral / active EE | $3,597 | $2,624+37.1% | $1,954+84.1% | $6,691-46.2% |
| Admin fee / account holder | $15,129 | $3,325+355.0% | $2,825+435.6% | $13,402+12.9% |