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 | $27,232 | $76,519-64.4% | $56,025-51.4% | $145,897-81.3% |
| Participation rate | 21.1% | 63.2%-42.2pp | 52.5%-31.5pp | 80.3%-59.3pp |
| Annual return | 32.93% | 3017.03%-2984.1pp | 1712.69%-1679.8pp | 552.29%-519.4pp |
| Employer contribution / active EE | $328 | $1,383-76.3% | $1,042-68.5% | $4,663-93.0% |
| Participant deferral / active EE | $1,492 | $2,624-43.2% | $1,955-23.7% | $6,689-77.7% |
| Admin fee / account holder | $1,147 | $3,331-65.6% | $2,828-59.4% | $13,390-91.4% |