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 | $74,301 | $76,522-2.9% | $56,033+32.6% | $145,884-49.1% |
| Participation rate | 21.7% | 63.2%-41.5pp | 52.5%-30.8pp | 80.3%-58.6pp |
| Annual return | 14.82% | 3014.28%-2999.5pp | 1711.38%-1696.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $653 | $1,382-52.8% | $1,041-37.3% | $4,662-86.0% |
| Participant deferral / active EE | $2,821 | $2,624+7.5% | $1,954+44.4% | $6,690-57.8% |
| Admin fee / account holder | $2,734 | $3,328-17.9% | $2,827-3.3% | $13,392-79.6% |