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 | $55,778 | $76,608-27.2% | $56,077-0.5% | $145,877-61.8% |
| Participation rate | 35.3% | 63.2%-27.9pp | 52.5%-17.2pp | 80.3%-45.0pp |
| Annual return | 26.19% | 3009.59%-2983.4pp | 1709.28%-1683.1pp | 551.28%-525.1pp |
| Employer contribution / active EE | $792 | $1,382-42.7% | $1,040-23.9% | $4,663-83.0% |
| Participant deferral / active EE | $2,887 | $2,624+10.0% | $1,954+47.8% | $6,691-56.8% |
| Admin fee / account holder | $960 | $3,325-71.1% | $2,825-66.0% | $13,402-92.8% |