Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,344 | $76,608-49.9% | $56,077-31.6% | $145,877-73.7% |
| Participation rate | 23.8% | 63.2%-39.4pp | 52.5%-28.7pp | 80.3%-56.5pp |
| Annual return | 14.29% | 3009.59%-2995.3pp | 1709.28%-1695.0pp | 551.28%-537.0pp |
| Employer contribution / active EE | $340 | $1,382-75.4% | $1,040-67.3% | $4,663-92.7% |
| Participant deferral / active EE | $1,872 | $2,624-28.6% | $1,954-4.2% | $6,691-72.0% |
| Admin fee / account holder | $1,183 | $3,325-64.4% | $2,825-58.1% | $13,402-91.2% |