Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,984 | $76,608-55.6% | $56,077-39.4% | $145,877-76.7% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 12.38% | 3009.59%-2997.2pp | 1709.28%-1696.9pp | 551.28%-538.9pp |
| Employer contribution / active EE | $240 | $1,382-82.7% | $1,040-77.0% | $4,663-94.9% |
| Participant deferral / active EE | $1,050 | $2,624-60.0% | $1,954-46.3% | $6,691-84.3% |
| Admin fee / account holder | $3,551 | $3,325+6.8% | $2,825+25.7% | $13,402-73.5% |