Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,920 | $76,519-77.9% | $56,025-69.8% | $145,897-88.4% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.1pp | 80.3%-34.9pp |
| Annual return | 9.10% | 3017.03%-3007.9pp | 1712.69%-1703.6pp | 552.29%-543.2pp |
| Employer contribution / active EE | $31 | $1,383-97.8% | $1,042-97.0% | $4,663-99.3% |
| Participant deferral / active EE | $849 | $2,624-67.6% | $1,955-56.5% | $6,689-87.3% |
| Admin fee / account holder | $1,984 | $3,331-40.4% | $2,828-29.8% | $13,390-85.2% |