Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,453 | $101,591-67.1% | $147,096-77.3% | $74,429-55.1% |
| Participation rate | 46.0% | 75.5%-29.5pp | 82.2%-36.2pp | 67.2%-21.2pp |
| Annual return | 13.45% | 8746.45%-8733.0pp | 419.75%-406.3pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $1,059 | $3,813-72.2% | $4,936-78.6% | $2,625-59.7% |
| Participant deferral / active EE | $3,716 | $7,302-49.1% | $8,071-54.0% | $4,348-14.5% |
| Admin fee / account holder | $3,394 | $1,750+93.9% | $13,005-73.9% | $1,944+74.5% |