Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,344 | $30,385-19.9% | $56,054-56.6% | $74,400-67.3% |
| Participation rate | 14.5% | 32.9%-18.4pp | 52.5%-38.0pp | 67.2%-52.7pp |
| Annual return | 17.32% | 24.92%-7.6pp | 1705.95%-1688.6pp | 1367.51%-1350.2pp |
| Employer contribution / active EE | $424 | $609-30.3% | $1,039-59.2% | $2,624-83.8% |
| Participant deferral / active EE | $845 | $1,174-28.0% | $1,952-56.7% | $4,348-80.6% |
| Admin fee / account holder | $1,545 | $2,361-34.6% | $2,822-45.3% | $1,944-20.5% |