Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,844 | $156,963-90.5% | $121,204-87.8% | $139,466-89.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 15.87% | 1476.75%-1460.9pp | 987.18%-971.3pp | 373.66%-357.8pp |
| Employer contribution / active EE | $1,404 | $5,544-74.7% | $4,170-66.3% | $4,754-70.5% |
| Participant deferral / active EE | $2,096 | $4,848-56.8% | $4,083-48.7% | $6,712-68.8% |
| Admin fee / account holder | $4,952 | $6,953-28.8% | $5,651-12.4% | $11,409-56.6% |