Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,888 | $156,970-91.8% | $121,210-89.4% | $139,487-90.8% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 13.77% | 1477.10%-1463.3pp | 987.41%-973.6pp | 373.84%-360.1pp |
| Employer contribution / active EE | $2,411 | $5,546-56.5% | $4,171-42.2% | $4,755-49.3% |
| Participant deferral / active EE | $729 | $4,849-85.0% | $4,084-82.1% | $6,713-89.1% |
| Admin fee / account holder | $9,449 | $6,947+36.0% | $5,647+67.3% | $11,407-17.2% |