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 | $53,834 | $72,446-25.7% | $67,561-20.3% | $145,877-63.1% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 30.59% | 7211.98%-7181.4pp | 3525.44%-3494.8pp | 551.28%-520.7pp |
| Employer contribution / active EE | $632 | $3,072-79.4% | $2,735-76.9% | $4,663-86.4% |
| Participant deferral / active EE | $1,539 | $4,785-67.8% | $4,003-61.6% | $6,691-77.0% |
| Admin fee / account holder | $1,257 | $5,541-77.3% | $4,006-68.6% | $13,402-90.6% |