Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,018 | $81,763-76.7% | $58,561-67.5% | $139,466-86.4% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 190.17% | 7427.77%-7237.6pp | 4251.33%-4061.2pp | 373.66%-183.5pp |
| Employer contribution / active EE | $592 | $1,398-57.7% | $1,053-43.8% | $4,754-87.6% |
| Participant deferral / active EE | $2,856 | $2,555+11.8% | $1,923+48.5% | $6,712-57.4% |
| Admin fee / account holder | $3,360 | $3,273+2.6% | $2,520+33.3% | $11,409-70.6% |