Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,061 | $88,778-72.9% | $81,844-70.6% | $145,884-83.5% |
| Participation rate | 68.8% | 75.1%-6.3pp | 72.4%-3.6pp | 80.3%-11.6pp |
| Annual return | 18.32% | 1033.03%-1014.7pp | 778.87%-760.6pp | 551.85%-533.5pp |
| Employer contribution / active EE | $1,914 | $3,087-38.0% | $2,916-34.4% | $4,662-59.0% |
| Participant deferral / active EE | $2,123 | $4,648-54.3% | $4,323-50.9% | $6,690-68.3% |
| Admin fee / account holder | $501 | $8,430-94.1% | $7,355-93.2% | $13,392-96.3% |