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 | $15,335 | $76,608-80.0% | $56,077-72.7% | $145,877-89.5% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 9.60% | 3009.59%-3000.0pp | 1709.28%-1699.7pp | 551.28%-541.7pp |
| Employer contribution / active EE | $773 | $1,382-44.1% | $1,040-25.7% | $4,663-83.4% |
| Participant deferral / active EE | $1,425 | $2,624-45.7% | $1,954-27.1% | $6,691-78.7% |
| Admin fee / account holder | $2,183 | $3,325-34.3% | $2,825-22.7% | $13,402-83.7% |