Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,033 | $88,702-86.4% | $81,780-85.3% | $145,978-91.8% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.4%-41.6pp | 80.3%-49.5pp |
| Annual return | 14.39% | 1029.12%-1014.7pp | 776.27%-761.9pp | 550.52%-536.1pp |
| Employer contribution / active EE | $680 | $3,084-78.0% | $2,914-76.7% | $4,662-85.4% |
| Participant deferral / active EE | $983 | $4,645-78.8% | $4,321-77.2% | $6,690-85.3% |
| Admin fee / account holder | $1,631 | $8,414-80.6% | $7,384-77.9% | $13,400-87.8% |