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 | $42,526 | $76,519-44.4% | $56,025-24.1% | $145,897-70.9% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 9.95% | 3017.03%-3007.1pp | 1712.69%-1702.7pp | 552.29%-542.3pp |
| Employer contribution / active EE | $311 | $1,383-77.5% | $1,042-70.2% | $4,663-93.3% |
| Participant deferral / active EE | $2,002 | $2,624-23.7% | $1,955+2.4% | $6,689-70.1% |
| Admin fee / account holder | $1,004 | $3,331-69.9% | $2,828-64.5% | $13,390-92.5% |